Here are 4 easy steps I wanted to share with you for making it easy to have your 2016 taxes prepared: 1. Gather your forms. Be sure you know where your W-2, 1099, 1098 and other forms are. It’s also important to understand what forms you will use to prepare...
Many people get caught in the trap of wanting to do things out of order when it comes to finances. They are tempted to invest their way out of debt, for example, rather than getting out of debt first, then investing the interest money they save by being out of debt to...
It is so important to know the 10 financial principles that can change your life is so many wonderful ways. That’s why I have been spending time covering each of the Money Mastery Principles, which build upon each other and all work together in harmony. As you...
Carve out some time to discuss your financial situation in the event you die. What are your wishes? What cemetery will you be buried in? Have you titled your property correctly so you don’t have to wait for the probate court to decide things for two years? How...
Almost 75 percent of all widows fire their financial adviser immediately upon the death of their spouse because there is no relationship of trust. In over 45 years of meeting with client, I have often seen the wife resist talking about death and will sometimes have...
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