Blog
SHREDFEST 2022 is Wednesday, October 26th from 10am-12pm
Hello All,It is that time of year again- SHREDFEST 2022!People often ask me how long they need to hold onto tax information before disposing of it. The short answer is 7 years. After that you should no longer need it...
Read MoreMaine & another wedding
Hello All, Summer is in full swing and I hope you are having fun. I enjoy hearing from you all about the interesting places you've traveled to and listening to your recommendations and insider tips. As many of you know, have a bucket list
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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January 2022 is Here!
Happy New Year! Not sure about you but I feel like I just celebrated 2021 and here we are in 2022. I developed some new skills during covid.
Read MoreSHREDFEST is scheduled Wednesday, October 27th from 12-2pm
People often ask me how long they need to hold onto tax information before disposing of it. The short answer is 7 years. After that you should no longer need it. Click Here for the timeline of how long to hold onto your other documents...
Read MoreeMoney & Wealthscape
In the book Upstream that I am reading there is a situation that happened with Expedia that became a $100,000,000 problem. Expedia is an online company that allows you to book your vacation accomodations yourself without a travel agent.
Read MorePicasso in Nashville
Long before tax season was extended to May 17th, I ordered tickets to go to Nashville to see the Picasso Figures exhibit at the Frist Center. I've visited this museum before and one thing that makes it unique is that it is housed in the old
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Happy April!
Hello and Happy April! On April 22 we celebrate Earth Day, a day to do the little (and big) things to reduce your carbon footprint and support a healthy planet. When did Earth Day begin and why? Senator Gaylord Nelson of Wisconsin was...
Read MoreSpring is here and the signs are all around us
Hello All, The signs of Spring are all around us. The flowering trees, bulbs poking up for the earth, the hint of new green leaves birthing from branches, the milder weather, beautiful sunshine and the annual Orchid Daze exhibit is in...
Read MoreFebruary is the month of love and passion...what are yours?
Hi all, When I think about February I can not help but to think of love. As a young child in elementary school, Valentine's Day was such a fun day that I looked forward to each year. We all came to school with a shoe box and a bag full...
Read MoreA New Year, tax appointments, rollovers and investments
Hello all, It is a new year full of possibilities and change. The Covid vaccine is approved and being implemented, a new Presidential administration begins, I am back on my keto diet, the office staff is preparing for the beginning of...
Read MoreEnd of the year and tax planning
Hello all, Congrats, we all survived 2020! This was one of the most unusual years I have ever lived through. Beginning with Covid 19, quarantining during tax season, no toilet paper or paper towels, the world shutting down, a very...
Read MoreBeing Grateful
Hello, all, November is already here and and I feel like we just celebrated the 4th of July. Every year after the happy blossoming of bright fireworks spreading across the sky in the summer heat plays out, I know that life is going...
Read MoreA new stage in life-Grandparent!
Hello all, Life is full of change, seasons and stages. I now am in a new stage- grandparent. Dawn and I just had our first grandchild, Marlee Jade born August 23rd weighing 6 lbs 14 ounces and 21 inches long. Having four adult children...
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What I learned at the 2020 IRS conference
Hello all, This year the Annual IRS conference was scheduled to be held in Dallas, Texas. Instead, it was online via Zoom. Chuck Rettig the IRS Commissioner delivered the Keynote address and the following is what I learned. -$270...
Read MoreShredFest is Thursday, July 30th from 12-2
People often ask me how long they need to hold onto tax information before disposing of it. The short answer is 7 years. After that you no longer need it. Every year we hire a company with a shredding service that brings a big truck...
Read MoreThe Three C's
Ever wonder what you can do to be a better friend, employer or neighbor? One simple thing you can start now is the practice the 3 C's -Console, Congratulate and Compliment. When you have someone who has been given bad information it is...
Read MoreOne of my local clients won a Pulitzer
Most of us have heard of the Pulitzer Prize but do you know the origin? The Pulitzer Prize is an award for achievements in newspaper, magazine, online journalism, literature and musical composition in the United States. Established in...
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How I celebrate the end of another successful tax season
Hi All,Many of you ask me what I do to celebrate the end of tax season after working long hours everyday for months on end. One thing I do year after year that consistently gives me something to look forward to all tax season is...
Read MoreHow I get through tax season
Hello All, Many of you ask me how I get through the grueling demands and endless hours of tax season when I am working every day from as early as 6am to as late as 11pm to make sure I finish in time to meet the deadline. What I keep in...
Read MoreWhat I learned at the IRS conference in New Orleans
Sometimes timing in life works out well and everything lines up properly. My stepson's White Coat Ceremony at Tulane Medical School was the same week as the IRS conference. While my wife was touring galleries, museums and taking...
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