Financially Simple™

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

September 18, 2018
Tax Tip Tuesday Financial Blog Post

New IRS Tax Tool Gives You Even More Access to Information About Your Taxes

If you are looking for information concerning your federal taxes, you now have even more ways to get it. You can now log into the new IRS Tax tool through a secure server at IRS.gov/account. Some of the information you can view includes data such as amounts currently owed, your payment history, and more. This tool gives you the ability to be more in control of your taxes. 
September 11, 2018
Tax Tip Tuesday Financial Blog Post

Tax Law Changes – Is It Time to Meet with Your CPA?

The Tax Cuts and Jobs Act that Congress passed last year brought many changes to the tax law. With that in mind, it is important to meet with your CPA or CFP® to do a checkup on your taxes. If you are high income or have a complex return, it is advisable to schedule some time to look over the taxes and implement some tax saving strategies that might be available for you. Doing so could save you thousands of dollars.
September 10, 2018
The Different Business Types Pros and Cons

The 5 Different Business Types… Pros and Cons of Each – Article #9

When starting a company, the business structure you pick can be vitally important. Choosing among the different business types will affect your day-to-day workings and how you pay taxes. Your choice can positively or negatively affect how you are protected as an owner and even your business’ future sellability. While I will provide you with an overview of the 5 different business types, lean on your “Dream Team” of attorneys, CFP’s®, and CPA’s to know which entity is the best fit for your company.
September 7, 2018
Financial Planning for Elderly Parents

Are There Options When Financial Planning for Elderly Parents?

Planning for your own retirement is enough of a challenge. Combine that with aging parents that haven’t adequately prepared for their’s and the task is beyond overwhelming. When faced with the task of financial planning for elderly parents, where do you turn? That is precisely the question a client of mine brought to me. His father had recently died, and his mother now faced doing life alone. He came to me asking advice about how to make his mother’s money last for the rest of her life.