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Category Archives: Taxes
TN Use Tax
Tweet I have been asked by quite a few of you about the TN Sales and Use Tax. Many of you have received an email from Amazon (or Amazon affiliates) regarding online purchases and the TN use tax due. There has been recent legislation regarding out of state purchases here in TN. Matter of fact, new legislation was signed into law March … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning, Taxes
4 Comments
Make Your Contributions Count
Tweet As a financial advisor who prepares taxes, I see various degrees of substantiation when it comes to non-cash charitable donations (i.e. Goodwill). Everything from handwritten receipts (which don’t work) to detailed records show up in my office. The difference between the two can affect your taxable bottom line. Remember, the better the substantiation, the easier it is to properly value your … Continue reading
1099s Oh Joy!
Tweet Happy Happy Joy Joy….Happy Happy Joy Joy! Stick a hot poker in my eye, and you’ll understand my feelings about the reporting requirements for small business owners and the 1099. While I understand the concept and reasons for this reporting requirement, it’s simply a pain. Ok, I’ll get of my soapbox, stop complaining, and deliver the lowdown. If you are a … Continue reading
Posted in Business planning, Financial Planning, Taxes
2 Comments
Hello 2012
Tweet Happy New Year! I can hardly believe it’s 2012. As a child, the thought of the year 2012 would conjure up futuristic visions of space-age technology. To some degree, today that technology is a reality. What will tomorrow bring? Imagine what the next ten years will bring? What will 2022 look like for you financially? Are you doing the right things … Continue reading
Posted in Financial Planning, Investments, Retirement, Taxes
Tagged Fee-only Financial Planning
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Your CPA is NOT your Financial Advisor!
Tweet So often I hear folks discussing the advice they receive from their CPA regarding investments. While CPAs perform a great service as accountants and bookkeepers, investment and financial advice is an area that should be left to financial advisors. Just as your dentist shouldn’t be your doctor, and vice versa, getting advice from the professional with expertise in the appropriate area … Continue reading
Posted in Financial Planning, Investments, Taxes
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401K:Still the Best Game in Town!
Tweet The market has made a nice return from its lows several weeks ago. The storm has seemingly calmed, at least to some degree. The interesting fact is that nothing has really changed. We are still facing the same economic issues we where three or four weeks ago. My point is that the uncertainty still remains. With the uncertainty still in place, … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
4 Comments
Seven Tips for Uncertainty!
Tweet Okay, Now What? After a couple of tough weeks for the market, the level of fear seems to be at a pinnacle. While fear is not always a bad thing, when it comes to investment decisions, fear is not a factor we want creeping into to our thought process. Many people have said that fear and greed drive the market. We … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
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Wanna Save a Few Bucks?
Tweet This coming weekend will begin the Tennessee Sales Tax Holiday. This annual event occurs the first Friday in August and is a great way to save a little cash. If you are in the market for school supplies, clothing, or a new computer, it might be worth it to target your spending for this weekend. The Details The sales tax holiday … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Savings, Taxes
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Five Questions for Mid-Year!
Tweet Here we are right in the middle of the dog days of summer. The weather’s hot, and the pace of life slows. The vision of a rocking chair and cold iced tea comes to mind. While we sit back and breathe a sigh of contemplative relaxation, we also need to be aware. We need to be aware that we are half … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Investments, Savings, Taxes
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The Five Fundamentals of Financial Success!
Tweet The Five Fundamentals of Financial Success is always a great starting point when it comes to financial planning. Matter of fact, every new client I meet with, wealthy or not, gets to hear my commentary on these five gems. Even though these financial nuggets seem simple, the effectiveness is real. 1. Save at least 10% of your income Saving 10% of … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Retirement, Savings, Taxes
Tagged Financial Fundamentals
2 Comments
