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(214) 239-4700 READ MICHAEL'S LATEST BLOG: OBJECTS IN (THE) MIRROR ARE CLOSER THAN THEY APPEAR
OBJECTS IN (THE) MIRROR ARE CLOSER THAN THEY APPEAR

OBJECTS IN (THE) MIRROR ARE CLOSER THAN THEY APPEAR

Ahead of Memorial Day, we want to express appreciation to the brave men and women who have made the ultimate sacrifice for our freedom. Tannery Company wishes all our clients and friends a beautiful holiday weekend and let us remember those who courageously gave their lives

Not all technology is semiconductor chips and apps.

A piece of simple technology, the convex mirror, and its slogan appeared in film, a 1994 song, a 1993 album, and my favorite the 1980’s Far Side Cartoon by Gary Larson.

The phrase “objects in (the) mirror are closer than they appear” is a safety warning intended to remind how a car was closer and posed a potential problem to the driver.

Today’s we might need the same guidance as we have ridden the economic and emotional rollercoaster over the last 12 months through emotional highs, pandemic lows, and lockdowns.

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Spring Clean Your Personal Finances

Spring Clean Your Personal Finances

The beginning of Spring typically coincides with the religious holidays of Easter for the Christian faith and Passover for the Jewish faith.

Both holidays are times of new beginnings.

What about your finances?  Do they need a resurrection or an exodus from the financial life you living?

These are the ten rules for a stress-free financial life that you can put in place so that you and your family can be financially independent.

Conquer Your Finances

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Did You Invite a Cyber Criminal to Thanksgiving?

Did You Invite a Cyber Criminal to Thanksgiving?

We have all been exposed to some pretty heavy stuff lately—it has been a massive year—but as we head towards Thanksgiving, I thought I would take a break from COVID-19 and election madness to alert you to make you and your family safer and possibly save you up to $25,000.

My recommendation has little to do with your investments; however, it could save you and your family thousands of dollars in today’s cyber connected world.

We are all dealing with working from home and learning from home and exposing yourself to cyberattacks.  Most universities and colleges are closing at Thanksgiving, and the kids are coming home, which only increases the online presence in your house.

Cyberattacks are BIG BUSINESS.

The professionalism and sophisticated approach to cyberattacks are increasing daily.

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Five Ways to Invest in Your New Normal

Five Ways to Invest in Your New Normal

It has been a month since I have written here.

A month that turned from Spring into Summer.

A month that has seen the green shoots of economic revival, and yet today, we are looking at a step backward as we play “Whack A Mole” with COVID-19.

A month closer to being normal?

In our conversations with our clients, no one is sure what normal is or will be.

What they do know is it will be different.

Five Ways to Invest in Your New Normal

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Rewards and Discounts You Need to Get

Rewards and Discounts You Need to Get

Have you ordered anything online to be delivered to you during the Covid-19 crisis?

I am willing to state that I think at least 80% of you have; however, what I want to know is two-fold.

Did you use technology to save money when you are doing this;

Did you make sure that you are not “going broke saving money,”  and stay within your weekly or monthly budget?

If you know me, then you know that I am a BIG FAN of credit cards that have rewards.  I have cards set up for all the recurring items that happen in our house and business.  I do not use a debit card.

Our ordering online gets us points every time.

How then can you maximize your spending online since we all seem to be doing more of this every day, and the growth of online shopping continues?

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2020 CARES ACT – Planning Opportunities for You

2020 CARES ACT – Planning Opportunities for You

Besides the change in filing date, there are three other vital areas came about as a result of the Coronavirus Aid, Relief, and Economic Security (CARES) Act,

These changes impact retirement plan relief options, charitable donation incentives, and relief available for students making student loan payments.

Key Filing Dates Have ALL CHANGED.

Please make a note of the NEW Filing requirements.

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