Tax time is here and it seems everyone has questions. You’ve likely heard of “itemizing” your expenses on your tax return, but we find that not everybody knows exactly what that means, and how exactly “itemizing” affects your tax bill. Standard deduction versus itemizing Every year on your tax return, the IRS automatically gives you…
Take a moment and Google #tranformationtuesday and the top two searches are for #transformationtuesday on instagram and tumblr. Click on either and you will see pictures of people documenting the transformation that they have made. Most of these are physical improvements. What I wonder is where is the #tranformationmoney hashtag. These would be the individuals…
Peyton Manning has a team to support him and a MVP teammate, so who is going to have your back as you get your game plan together for this super weekend? Never fear, your Life Planning Financial Advisor wingman has your back. It is 8:00am Friday morning and you better have your game plan together…
The BIG GAME is really every day, not just the first Sunday in February. Yes, on Sunday most of the world that has access to a TV, will be watching the young upstarts Carolina Panthers take on Peyton Manning and the Denver Broncos. So Michael, what is “THE BIG GAME”? It happens every day of…
Let me share an initial meeting I had this week with a late 30’s married couple, that came from a client referral. The meeting plan was to discuss their investments, 401(k) and retirement. Maybe they look like you, or your children or friends or this looks like where you are headed. They are college educated,…
“Everyone has a plan until they get punched in the face – Mike Tyson” How do you like 2016 so far? I am not one for riding roller coasters and this year has already had so many ups and downs in last three weeks, that I am concerned that someone may earn the call sign…