by Karla Dennis | Dec 15, 2015 | Blog
Tax Planning might seem really obvious to you if you’re an advanced taxpayer… But if you’re not, an advanced tax strategist could change your life! Remember that the first move to tax planning and handling the Internal Revenue Service… Is always executing toward YOUR endgame. Marching forward with YOUR agenda- not theirs.To the IRS, it’s never about you; or your family. Or your business.The first thing to handle paying no more than your “fair share” is ALWAYS executing on your vision. As we begin preparing for the upcoming tax season, here’s some critical questions you should be asking yourself about what you want your endgame to look like, and why you should schedule your strategic tax planning session with me today: read...
by Karla Dennis | Dec 7, 2015 | Blog
Nov. – Dec. 2015 Hello! We are happy to announce the next issue of our new premium client newsletter—designed just for you! It’s another information-packed issue, so be sure to read every article. Take a look at what’s in store for you… Go on a Holiday Adventure! | If spending the holidays away from home—whether on U.S. soil or abroad—appeals to you, then now’s the time to make your plans. Page 4. Tasty Tech: Tools to Help You Tackle Holiday Feasts | We’re sharing a list of the newest kitchen technologies (and those coming soon!) designed to curtail your culinary chaos. Page 8. read...
by Karla Dennis | Dec 7, 2015 | Blog
You worked hard, made some sacrifices, and saved up so you could retire comfortably. This doesn’t mean financial planning stops now. It’s important to actively manage your portfolio and maybe re-balance your investments occasionally to make your money last throughout your retirement. There are two important questions to ask yourself to determine the best approach to managing your money after retirement: How can you invest your money while avoiding risks? How much can you afford to withdraw to live comfortably without running out of money? Start by establishing a budget. Make a list of all your monthly expenses to get an idea of how much you will have to withdraw from your portfolio. read...
by Karla Dennis | Dec 5, 2015 | Blog
Entrepreneurs aren’t limited by age, and you can start a successful business at any stage of your life. However, becoming an entrepreneur later in life has its own unique challenges. Consider these tips for starting a business as a senior: Avoid allowing others to limit your goals. As you get older, you may have more people in your life who try to persuade you away from the entrepreneur lifestyle. Your family and friends may have good intentions, but they can also limit your dreams. They may remind you that it’s more difficult to start a new business as you get older because you have other responsibilities. Children, aging parents, and others can take up a lot of your time and present challenges when starting a business. However, knowing that these challenges exist can also help you make contingency plans for when time is tight. Ignore your age. Dreams don’t have expiration dates, and entrepreneurs don’t have age limits. As they say, “you’re only as old as you feel.” So if you feel like taking on the rigors of starting a new business, let your age be the last thing on your mind as you move forward with your business plans. Be open to learning from others....
by Karla Dennis | Nov 30, 2015 | Blog
As cyber criminals begin to take advantage of the holiday season, it’s important to take extra precautions to avoid having your money, credit card information, Social Security number, or identity stolen. E-commerce thieves, at this time of year especially, will try to create holiday related websites, scams, and other phishing email holiday scams that can trick even the most alert consumers. The following tips can help: Don’t let your generosity leave you vulnerable to criminals. Many cyber criminal holiday scams want to take advantage of your generosity by sending emails that appear to be from legitimate charitable organizations. Do not click on links in any such email – instead, go directly to the websites of charities that you know and trust to make a legitimate online donation. read...
