Most people wait until the April 15th tax-filing deadline is near and then rush around to gather their tax records and file their return which is both chaotic and stressful. Why not take a minute now to do a little planning and make next year’s tax filing season so much easier? Here are your six […]
6 Best Tax Moves Right Now
Advice for College Students- 5 Pathways to Millionaire Status
While some young adults enter college knowing their pathway- they know they want to be a veterinarian, an engineer, a doctor, a lawyer, an accountant; most just simply show up and start taking classes without much thought of the future. I want to encourage all students to take a moment and consider what lifestyle you’d […]
There’s a New Scam in Town!
Last week I received a call from a client who was panicked after receiving a call from an IRS agent saying he owed taxes and must pay immediately or face having his bank account frozen or potentially have his home seized. When my client didn’t immediately agree to pay the taxes due, the agent demanded […]
“The Roth-Child Strategy” – June 8, 2014
The Secret to Success is…(drum roll please…)
The secret to success can be boiled down to a single word…CONSISTENCY. You see, each of us pretty well knows what steps need to be taken in order to achieve success for any particular goal. Let’s call these steps our ‘Action Plan’. And where we are uncertain of what our action plan should be, that […]
6 Habits of Superstar Employees
In last week’s column, I discussed 7 tips for having a winning job interview. Once you’ve got that new job, here are the six habits for becoming a super star employee: “Lights on…lights off”. Do you remember the movie, ‘The Karate Kid’? One of the most memorable scenes was when master martial artist, Mr. Miyagi, […]
Get That Job! 7 Strategies to Boost Your Odds
Hundreds of thousands of students will soon graduate from high schools and colleges across the nation and will seek either summer or full-time jobs. It’s no secret that the job market is extremely tight as the ripple-effect of the Great Recession that began in 2008 continues to be felt here in America. If you’ll be one of […]
Protect Your Child from a Bad Relationship
Reader Question: My husband and I have a combined estate of about $2 million and one child. We are concerned with the guy she is dating and would like some advice on how to keep him from getting any of her inheritance upon our death since she is our only heir. Any advice would be appreciated. A.M. […]
Your Kid…A Money Guru?
Most kids arrive at the ‘real world’ with little or no financial training. Think about it. The schools or college rarely teach any courses about how to manage personal finances and many parents are living a financial tightrope struggling to pay their bills throughout the year. It’s no wonder that generation after generation of kids struggle with money […]
Credit Monitoring v. Security Freeze- Which is Best?
Reader Question: I read your article about signing up for Target’s credit monitoring program. The fact that you have to give all of your personal information to them, online no less, where it can be hacked, keeps me from signing up for this or any credit monitoring program! I’ve authorized a credit freeze with the three […]