Should I File Jointly With My Spouse?
Since I work with married couples, tax time brings up a critical question: Should we file jointly or separately? First, some background: as a married couple, you must file either a…
Category: Tax
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Important Documents to Gather for Tax Preparation – Page 2
Hey all! Welcome to the second installment highlighting common documents that you’ll gather to file your income tax return. I’m providing these cheat sheets to help make your preparation easier.… -
Important Documents To Gather for Tax Preparation – Page 1
Regular readers know that I’m a tax nerd. While I love everything about financial planning, numbers and spreadsheets, I have a special place in my heart for taxes. Why? Maybe… -
Making the Most Out of Your Holiday-Season Giving
The holidays are by far my favorite time of the year. From Thanksgiving to New Year’s, I relish getting to take some vacation from the daily grind, spend time with… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues… -
Beyond Adoption: The Costs of Expanding Your Family
At the beginning of the month, I covered the costs and important things to know about adopting a child. However, I received additional questions about costs related to starting your… -
Last Minute Tips For Monday’s Tax Return Extension Deadline
The deadline is here! Monday October 17th, 2016 is the last day for the millions of people that filed an extension last April to complete their 2015 tax return (with… -
How Do You Compare? The “Rich-Gay” Myth Revisited
A few weeks ago, the NY Times highlighted an exciting development regarding the finances of the LGBTQ community. It published “The Most Detailed Map of Gay Marriage in America.” The… -
Fixing Your Finances 101: Step 4 – Covering Your Bases
You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we… -
Do You Need a Trust?
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are… -
Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes… -
Haven’t Filed Your Taxes Yet? Don’t worry. You Still Have Options.
The first tax deadline is less than two weeks away. And even with an extra three days until April 18th, I know some of you are scrambling to get your… -
How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th…