Negotiating For The Win
Monday, July 01
“Discussion is an exchange of knowledge; an argument an exchange of ignorance.” - Robert Quillen Occasionally, we're pulled on to work through business valuations, M&A (Mergers & Acquisitions) transactions, etc. These are inherently complicated situations, of course ... and they're also i...
Guiding Principles For Raising Money-Smart Children
Tuesday, June 25
"One thorn of experience is worth a whole wilderness of warning." - James Russell LowellIt is HARD. As is, really, every parental effort to pass along values to the next generation. Anyone who says it's easy just hasn't yet faced what's coming down the pike for them. That's why, when passing alon...
Lending to Family Members and Potential Tax Consequences
Monday, June 17
"Families are the compass that guides us. They are the inspiration to reach great heights, and our comfort when we occasionally falter." - Brad Henry Individuals who are strapped for cash and in a pinch often look to family members for help, and rightfully so -- your immediate family has been wit...
For Those Considering Real Estate Investing
Monday, June 10
"The best investment on earth is earth." Louis GlickmanWhen it comes to money, you're either spending, saving, giving, or investing. Many of my clients are doing all four, which is always wonderful to see. I want to focus on investing today. I talk a great deal about climbing out of financial hol...
Enhancing Your Credit Score
Monday, June 03
"We do not remember days, we remember moments.” - Cesare Pavese Each year, companies you do business with order more than 10 billion FICO (Fair Issac COrporation) scores, which they use to determine whether to offer you services at all, and at what price. A low FICO score can have significant rea...
Summer Day Camp: Another Under-Utilized Tax Break
Friday, May 24
"Deep summer is when laziness finds respectability." - Sam KeenAs our weather has finally (maybe?) turned toward spring, we know summer is right around the corner. I want alert you to tax savings when it comes to summer day camps. Taking this information into account will help you plan your summe...