Monthly Archives: November 2014

Being Thankful 2014

Tweet As many of you know, I write a Thanksgiving blog every year that focuses on being thankful.  A couple days ago I went back and reread several of my past Thanksgiving blogs and was a bit shocked by what I found.  Other than the occasional typo, I found I had plenty of ammo to point me in the direction of thankfulness.  … Continue reading

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Tax Extenders: To Be or Not To Be?

Tweet With congress returning to work this week, there are a few items that are still up in the air for tax year 2014.  The most pressing issue (at least in relationship to taxes) is the topic of tax extenders. These extenders expired Dec 31, 2013 and unless legislation is put in place this expiration could be costly for many taxpayers. The … Continue reading

Posted in Business planning, Cash Flow & Debt, Fee-Only Financial Planning, Taxes | Leave a comment

Five Year End Moves for 2014

Tweet Wow, it seems like we were just completing our taxes, and yet here we are staring at the end of the year. With only a couple months left in this calendar year, there are a few things we should all look to accomplish to make sure we are maximizing our financial growth. Here are five items that are time sensitive and … Continue reading

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Posted in Fee-Only Financial Planning, Financial Planning, Investments, Retirement, Savings, Taxes | Leave a comment