The Duty of a Financial Concierge

by | Dec 13, 2012 | Finance, Organization

My role as a financial concierge is more than just paying bills and balancing checkbooks. I look out for my clients’ best interests in a broad sense, going above and beyond to advocate on their behalf. Paying attention to detail It happens: bills go unpaid. People may...

End of Year Preparations

by | Nov 28, 2012 | Finance, Organization

As 2012 draws to a close, now is the time time to begin preparations for all of your End-of-Year reporting and tax requirements. Meeting with your accountant is the most important financial thing you can do to get ready for the end of the year, and it’s not too late....
Taxes and Domestic Employees

Taxes and Domestic Employees

by | Nov 13, 2012 | Finance

Recently, the Internal Revenue Service has turned its attention to the problem of unreported income among caregivers, nannies and housekeepers who work in the home. This is something that is becoming more and more of an issue now that people are living longer lives...