41% of Meals are “Out of Home”
BLS Survey Highlights expenses
Category General Financial Planning
Travels Continue – Which tax software should you use ? Friday – Spring Break
Review of Tax Software
ALERT: Tax Fraudsters are back … earlier this year
Last year we had six known incidents of fraudulent tax notifications and attempted filings. They began in mid to late March of 2015 and went through late in the year. My notification (yes, I was one of the six… lucky…
Tax Forms — Travels — President’s Day
Tax Forms on the way! Tax forms (1099’s) posted electronically this week and were mailed out in paper form to all as well. Just email Cathy if you want us to send you an email of all the information directly…we…
Great Ideas from the Road
Literally in an audience typing this note … so this will be brief. Tons of terrific topics coming from the conference … greater details in the coming days Cybersecurity Political changes and disruption Technology Improvements These are the threads most spoken of…
Refections from a Client of 26 Years
Monday of this week I had the opportunity to sit with a client of 26 years. Stepping back from the X’s and O’s of taxes, pensions, Wills, Estate planning, and budgets, along with the up and down markets, we reflected…
December 2015 Year End – Tax tip and Capital Market Monthly Review (Video by John Kvale)
December 2015 Review
HSA Question Answered – Enjoy your weekend
HSA question answered !
RMD ALERT : If your DOB is 1-1-45 through 6-30-45 … THIS IS FOR YOU!
RMD Alert
November 2015 Year End Tax and Financial Planning Tips, Capital Market Monthly Review (Video by John Kvale)
November 2015 Review- Video