HOW TO FAIL IN RETIREMENT: 5-Easy Steps
Monday, January 20
We often discuss our clients' plans for "settling down for retirement." Of course, there's so much that goes into these conversations. Today, I want to empower you with a clear strategy for saving for your sunset years. Having a well-defined plan can give you a sense of control and confidence as ...
Clearing Up Confusion About the "Offer in Compromise" Program
Tuesday, January 14
"Scar tissue is stronger than regular tissue. Realize the strength, move on." - Henry Rollins2024 is finally over, and we have a brand-new year ahead of us—and it feels pretty great. The year ahead is full of possibilities for you and your various pursuits, and we are privileged to blog about the...
THIS YEAR: CASH IS KING
Monday, January 06
Suppose I've learned a lot by watching hundreds of businesses succeed and fail while running my own. In that case, the lifeblood of any business is its ability to collect cash, pay bills, and pay its employees, particularly its owners. However, many beginning investors are profitable on paper bu...
Very (Very) Last-Minute Tax Moves for 2024
Monday, December 30
"We didn't lose the game; we just ran out of time." -Vince Lombardi Because time is short, and some moves require more than this week to pull off, I'm restricting myself to those items you can realistically handle before the end of the year (Tomorrow). This blog will be short and (hopefully) swe...
Court Ruling Reinstates BOI Filing Requirement: New Deadline for Re
Monday, December 23
December 23, 2024, federal Court of Appeals decision, reporting companies, except as indicated below, are once again required to file beneficial ownership information with FinCEN. REIs deadline is not January 13, 2025
Annual Holiday Prayer
Monday, December 16
"God, help us remember that the jerk who cut us off in traffic last night is a single mother who worked nine hours that day and is rushing home to cook dinner, help with homework, do the laundry, and spend a few precious moments with her children. "Help us remember that the pierced, tattooed, dis...