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 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.
September 3, 2018
Must-have Professional Advisory Team Members for a Startup

6 Must-have Professional Advisory Team Members for a Startup – Article #8

I know you’re excited to start your business. You may be thinking, “Come on, Justin! Enough is enough. I’m tired of this prep work. Let’s get down to business.” Well, time out. Before hitting the hardwood, you need to assemble your team… a professional advisory team of players to help with technical matters. You will need to establish your business as an entity, get advice about tax issues, seek loans from investors, on an on. You will need professional help from these highly educated and professional business advisors.
August 29, 2018
Should I Sell My Stocks

The Stock Market is HIGH! How to Know if I Should I Sell My Stocks.

The media is excited to say that the stock market is at an all-time high. This news has people emailing and calling us daily asking… “should I sell my stocks?” This is a reasonable question. The Standard & Poor’s 500 index has grown almost 300% percent since hitting bottom in early 2009, and people want to know if it’s time to be a bull or a bear.
August 28, 2018
Tax Tip Tuesday Financial Blog Post

6 Tips for Amending Your Tax Return

If you discover a mistake on your tax returns you can file an amended tax return to correct it. Anything from changing the filing status to credits or deductions can be amended. Keep these six tips in mind when as you amend your tax return: You must file your amended return on paper using Form 1040X, which is the Amended U.S. Individual Income Tax Return. Complete and mail the form to the address according to the instructions unless you are responding to a notice received from the IRS. In that instance, mail the form to the address shown on the IRS notice. Any other IRS forms or schedule with amended information should be attached to your Form 1040X. If you need to amend tax returns for more than one year you will need a separate 1040X for each tax year. You will also need to mail each tax year’s Form 1040X in separate envelopes. Those entitled to […]