Writing a Great Ending
Planning for today and tomorrow. Sounds boring. What you are really doing is planning your story and making sure it has a good ending. Some people call this estate planning. We prefer “Writing a Great Last Chapter”.
March Economic Update
What a difference a month makes. After a rough January, the S&P 500 soared 5.49% in February. Inflation gave way to a touch of deflation, home sales cooled off and consumer spending and confidence were disappointing – but the labor market was in good shape and so were the manufacturing and service sectors.
Avoid These Common 1040 Form Errors
No one wants to delay their federal tax return. Here are eight common mistakes people make on their 1040 form. Also in this issue, check to see if your state is tax friendly. Read more in our February newsletter.Financial Documents You Should Keep on File
In your financial life, good organization will help you, your advisors and your heirs. You may use a file cabinet or a few storage boxes, but whatever you choose, here is what should go inside.
Get Ready to Jump Start the Tax Season
What should you gather up for your CPA now that tax season is here? And do you love gadgets? Say “happy birthday” to the toaster. Read about these, plus information on leasing vs buying a car, in our January newsletter.How Many Remote Controls Do You Have?
Have you bought a new TV lately? My family bought a snazzy new flat screen TV with high definition and at least 5 remote controls. I’m not kidding about the 5 remote controls. It’s stunning!