Nothing But Net Is All That Matters

Nothing But Net Is All That Matters

Analyzing fund returns can be one of the more treacherous tasks for the average investor. There is so much information on the internet, but it doesn’t necessarily make the regular Joe more knowledgeable when it comes to picking a fund. In addition, the prospectuses have such technical legal and financial jargon that you practically need an engineering degree to get through it […]

When Can You Tax Deduct Meals And Entertainment?

When Can You Tax Deduct Meals And Entertainment?
Tax time is coming up and inevitably there are questions we get each and every year from small business owners and employees about what they can and cannot deduct.  Of course, it’s probably best to consult a CPA that matches your style of being conservative, middle of the road, or aggressive, but I thought I would give you some direction on […]

10 Questions To Ask Your CPA

10 Questions To Ask Your CPA

If you are hiring an accounting or tax and business firm, it should go without saying that you have a CPA involved in looking over all of the work.   However, not all accounting firms are created equal.     Some accountants are aggressive, some are conservative, and some care about nothing more than just preparing your taxes.   With the tax bomb right coming right around […]

How Much Of My Mileage Can I Tax Deduct This Year?

How Much Of My Mileage Can I Tax Deduct This Year?

During tax time, we often get the question from employees and business owners about how much of their auto mileage they can deduct on their tax return. This is one of the biggest questions where a slippery slope can occur without approaching this topic in the right manner. For most people including business owners, their automobile is not […]

Five Sports Dates Ideas For Valentine’s Day

Five Sports Dates Ideas For Valentine’s Day

Valentine’s Day is coming up this week and rather than write a blog on how you can do this day on a budget, I thought I would share some different ideas than you might read on the internet.   People always talk about dinner, flowers, chocolates, and jewelry, and while those are classic favorites, you might consider doing something different for a change.   […]

Should I Loan Money To A Friend?

Should I Loan Money To A Friend?

All of us have had awkward money scenarios happen to us in our lives. There are the immediate face-to-face confrontations when a personal friend asks us for money while out on the town. Or what about the time that your college roommate asked you if they could borrow $5,000 or $10,000? Remember when your 2nd cousin said they would be starting a […]

I Make $100,000 And Live Paycheck To Paycheck

5 Gifts That You Can Regift

I’ve been practicing financial planning for over 21 years, and there is a new financial phenomenon spreading like cancer.    I haven’t come up with a name for this group yet, but there is a growing population of people between the ages of 30 to 50 who make more than $100,000 per year and are literally living paycheck to paycheck.   […]

The Best Way To Get Rid Of The Junk From Your Trunk

The Best Way To Get Rid Of The Junk From Your Trunk

Writing catchy titles is my second favorite part of doing the Your Smart Money Moves column after helping all of you become better at making money decisions.  When I looked in the Urban Dictionary under Junk In Your Trunk, I got the following answer: a little more than badonkadonk but less extreme than having an SUV […]

5 Reasons Gen X Needs To Build Their Own Wealth

5 Reasons Gen X Needs To Build Their Own Wealth

At 46 years old, the statistics would classify me as Generation X.  The media defines this generation by people who were born between 1965 and 1979, although I would say practically it is more in the line of people born from 1960 to 1980.  For those that fall within these age brackets, I think you better start planning on […]