Monthly Archives: February 2012

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

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Are You Making This Mistake?

Tweet Technology is a wonderful thing…..when it works. We live in a highly technical society. We communicate differently than we did 10, 20, and 30 years ago. Skype, text, and social media seem to be the methods of choice for today’s tech savvy folks. My kids may never understand the sound of accomplishment that comes from moving the carriage on a typewriter … Continue reading

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