Financially Simple

Getting on the path to simplifying your finances, depends on where you are.
Choose which one best describes you?

December 14, 2017

Can Your Portfolio Stand a Market Correction?

No talent! That expression sums it at all up this week! That is literally all it takes to predict what the stock market is going to do from one day to the next! 
December 13, 2017
Buying a Dental Practice

5 Mistakes to Avoid If You Buy a Dental Practice

To buy a new dental practice and learn to run it successfully, you’ll have to digest a lot of information in very little time. Along the way, you’re bound to make mistakes, but with guidance, you can avoid the most damaging.
December 12, 2017
Tax Tip Tuesday Financial Blog Post

Online Courses Can Help Charities Understand Taxes

If you’re a charity, you are likely doing all you can to help others and the last thing you on your mind is usually taxes. Despite being tax-exempt, charities still face specific tax issues. Luckily the IRS has created an online course to help. 
December 11, 2017
Holiday Budgeting Tips

Holiday Budgeting Tips to Keep the Happy in Your Holiday

I don’t know about you, but I am often overwhelmed during the Christmas Season. When I think about the amount of money I am going to spend, I just have to take a deep breath and plan on getting a long massage. So, if you’re looking to keep your finances on track this holiday season, I have some financial tips to make sure you keep the merry in your Christmas.
December 8, 2017

Income for Life Retirement Strategy #5: Delaying Social Security Benefits

Our fifth “Income for Life” strategy series deals with Social Security, specifically seeing how delaying Social Security Benefits will benefit you. While you may not think of it as an inflation beater since it is primarily determined by the amount you pay into the system, the good thing about Social Security is it comes with an automatic cost-of-living adjustment (COLA). For 2017 the COLA was 0.3%; however, it is projected to hit 2.2% in 2018.
December 7, 2017

Should You Use a ROTH IRA to Fund Your Child’s College Education?

Today’s question of the day is: “Justin, I read your blog post about how to fund your child’s college education. You mentioned a Roth IRA, so how exactly do I do that?”
December 5, 2017
Tax Tip Tuesday Financial Blog Post

Victims of Domestic Abuse Should Know Their Rights

When it comes to domestic abuse, finances are often another area of that perpetrators use to take control their victims. That is why it is important for victims of domestic abuse to know managing finances is important to understanding one’s tax rights. Taxpayers should know that it is their right to expect the IRS to consider facts along with circumstances affecting their individual’s taxes.
December 4, 2017
Financial Games for Kids

9 Financial Games for Kids to Learn Monetary Principles

Teenagers and kids face are swarmed with learning experiences these days! So much so that it is hard to believe one of the most important aspects pertaining to their future is often overlooked! Learning about finances!  Since it’s not adequately covered in school, that job falls on you the parent! In today’s world of supercharged video games and smartphones galore, it’s difficult to get your kids’ attention or to even clean their room! So the chances of slowing them down to teach them financial principles may be slim to none—that is unless you utilize these fun family night games!