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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March 7, 2018
be cautious when selling your business

5 Pitfalls to Avoid When Researching How to Sell Your Business

With the volatility in today’s small-business marketplace, you may be looking at how to sell your business. You hope the transition is a smooth and profitable process. Under an ideal circumstance, selling a business is not an easy task. Lack of sale preparation, deficient or misaligned expectations can and often do conflict with market realities. No matter the industry and sector, the key to achieving your desired outcome is an efficient pre-sale planning. The most successful sellers are extremely careful. They ensure they get the pre-sale preparation right. Here are the common mistakes and how you can avoid them.
February 27, 2018
Tax Tip Tuesday Financial Blog Post

Five Reasons to Direct Deposit Your Tax Refund

With tax filing season well underway, you should definitely consider a direct deposit of your tax refund. Not only is it easy, safe, and fast, it is the best way to get a refund according to 80% of taxpayers. Many of you opt for receiving the return this way every year now. 
February 22, 2018
support and trust of a financial advisor

Justin’s Thoughts: Give (Information) and You Shall Receive (Trust)

Financial advisors are a dime a dozen these days. That’s why it is so important to hire someone you can trust. Financial plans can be simple or complicated; working with the right person ensures you will know what you are doing and why. While there may be more than one way to do something, there is likely a right way to do it for you. Look for a planner that is willing to find it for you. 
February 21, 2018
In-Person Tax Help

How to Get In-Person Tax Help from the IRS

When working on your taxes, questions will come up that you don’t feel you are getting clear answers for. The IRS does offer help, and yes, in-person tax help. The IRS Taxpayer Assistance Center (TAC) lets you find and call to schedule an in-person appointment. The people you will be talking to are provided by the IRS when your tax issue cannot be resolved online or by phone.

Latest Article:

  • Tax Tip Tuesday Financial Blog Post
    These Tax Credits Can Mean a Refund for Individual Taxpayers
    Some taxpayers are not required to file a tax return, however, they may want to do so because it is possible they qualify for a tax refund due to tax credits. However, taxpayers need to submit a 2017 tax return in order to claim these credits.