Financially Simple™

Helping thousands of business owners and individuals destroy the complexity of money. Using easy-to-understand language and examples, we educate from simple concepts to complex financial strategies, all with the goal of making your business and personal life... financially simple.

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June 19, 2018
Tax Tip Tuesday Financial Blog Post

Selling Your House? What You Need to Remember About the Taxes

If selling your house is in the near future, you a few things to keep in mind. For example, the sale of your home could put you in another tax bracket, that is unless you may also qualify to exclude all or part of the income from the sale. Below tax tips you need to know when you sell your home:
June 14, 2018
using retirement funds to buy real estate

Thinking About Using Retirement Funds to Buy Real Estate? Think About This First!

When looking for investment strategies to help you pad your retirement, one of the hottest options out there right now is real estate. Pundit after pundit is screaming, “Buy real estate! Buy real estate!” And while I don’t necessarily disagree with this concept, I do have a few suggestions to make when it comes to plunking money down on any real estate investments. 
June 13, 2018
What to do with the money after the sale of your business

SOLD! Now, What to Do with The Money After the Sale of Your Business? – Post #37

CONGRATULATIONS, friend! You just sold your business!!! You’ve realized success! Assuming that the statistics from the Exit Planning Institute are true, and 80% of businesses below 50 million dollars in revenue never sell, then you’ve just joined an elite minority of business owners. Way to go! You’ve just done something that few people have ever done. But what do you do now? If you’ve just received a financial windfall, what do you do with the money after the sale of your business?
June 12, 2018
Tax Tip Tuesday Financial Blog Post

The Tax Implications of Renting Out a Vacation Home

With popular sites like Airbnb, HomeAway, and VRBO renting out your property is becoming more and more popular, especially heading into summertime. However, you need to be aware of the tax implications of renting out vacation home.

Latest Article:

  • Tax Tip Tuesday Financial Blog Post
    Selling Your House? What You Need to Remember About the Taxes
    If selling your house is in the near future, you a few things to keep in mind. For example, the sale of your home could put you in another tax bracket, that is unless you may also qualify to exclude all or part of the income from the sale. Below tax tips you need to know when you sell your home: