Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

How Your Mindset Can Change Your (And The) World

  As a financial life planner, I’ve got more than a little interest in mindset. Because mindset is what ultimately determines your attitude and approach to the myriad of challenges you’ll face over your lifetime. In your financial life, your money mindset has been carefully erected from early childhood. That’s because we take in what… Continue reading>

On What Can We Agree?

We have become an “I’m right and you’re wrong” world. Local, national, global government and religious factions fight over beliefs and faith. The pathway for negotiation and reconciliation is being squeezed shut—there are no happy faces, no successes and no progress. Just more and more anxiety and nothing progresses. It has become a stalemate of… Continue reading>

What Coffee, Life and Money Happiness Have In Common

My friend—let's call him Jim—is a complete and utter coffee geek. He buys green beans, roasts them to his liking, grinds them to the perfect consistency and measures the exact amount of ground coffee (in grams) for each serving. He—lovingly—prepares his coffee-making machine, making sure the water is at the right temperature before introducing it… Continue reading>