As we grow older, the parent/child roles often reverse, and we find ourselves caring for the very parents who once cared for us. That reversal has happened to myself and my parents, specifically my Dad. This past weekend, I experienced the struggle to access and coordinate my Dad’s ongoing care through Medicare. I am sharing…
Dear Professionals and Business Owners, Income taxes often represent the most significant expense for families and businesses, and unfortunately, many taxpayers do not receive adequate tax advice on how to reduce their tax bills. As a result, they leave thousands of dollars on the table each year. But what if I told you that you…
Whoosh, Tax Day has come and gone. It’s the day we’ve all been waiting for with bated breath. Who doesn’t love sorting through mountains of paperwork and receipts and trying to understand the IRS TAX CODE? We understand that tax season can be an absolute joy to deal with. So, The Tannery team wanted to…
Friend 1: “Oh crap, I forgot to pay my income taxes by April 18!” Friend 2: “Hey, don’t worry, you’re not alone. I mean, who can keep track of all those deadlines anyway? And let’s be honest, paying taxes is not exactly the most exciting thing in the world. It’s like going to the dentist…
What is financial planning? Is it a piece of paper that tells you you will need enormous amounts of money at a certain point in your life? A chart or a graph depicting whether your “plan” can be successful? When you google “What is financial planning,” these are the results. The CFP Board “A financial…