Assembling Your Financial Team

Assembling Your Financial Team

Most people wouldn’t dare attempt fixing plumbing problems without the help of a plumber. It is simply too important to not do correctly. The same is true when it comes to categorizing your expenses, preparing your will or filing your taxes. The good news is that...
Assembling Your Financial Team

Where There’s A Will, There’s A Yay!

Making a will is one of the smartest “rainy day” projects that any parent could undertake. Though it might not seem exciting to you, the stakes are high and your family’s future – as well as your legacy – hang in the balance. If you don’t have a will, you...

This Identity Thief Will Pay Your Bills For You! (Part 2)

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you. The Mistakes...

Tax Fraud, Identity Theft and the IRS

Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact...

How To Be Prepared For Your Tax Preparer

Soon you will have the information you need to file your taxes, it’s time to be proactive and get things done! Showing up at your accountant’s office on April 14th with a shoebox full of receipts is not going to do you any favors – in fact, it could cost you a...