Fee-Only Financial Planning / Wealth Management / Investment Advice, Atlanta, Georgia
It is hard to believe that yet another year has passed and we find ourselves in 2016, ready to file our taxes for the previous year. Whether you eagerly anticipate this time of the year because you will get a large refund, or dread this time of the year due to a large tax bill [...]
How We Do Year-End Tax Planning While the official tax day for 2015 is the fifteenth of April, 2016, most of the smart tax planning moves that could potentially save you thousands have to be done by year end. Once the W-2s, 1099s, and other tax forms are printed, it’s generally too late (with a [...]
Step One: Freeze Your Credit, and Help Leave Fraudsters Out in the Cold According to the Justice Department’s latest statistics, approximately 7% of U.S. adults can expect to experience some form of identity theft this year. That’s one in every 14 people. And according to the FTC it takes an average of about six months [...]
Yes, I know, you probably already have plans for your tax refund. Maybe you’re already dreaming of that vacation or shopping spree. But what if I told you that you could both be responsible and save that money AND still splurge a little. Ok, so here’s what I mean. Let’s say that you just got your W-2 [...]
I came across an article recently in The Wall Street Journal by Laura Saunders discussing the limitations of the Federal program ‘Free File’, and my interest was piqued. I have long been an advocate for anything labeled ‘free’, and have taken some heat from friends in recent years for the number of hoops I am [...]
In an article yesterday in the Wall Street Journal, Laura Saunders gave five important tax breaks that are being extended to 2014. These provisions had expired as of January 1, 2014, but it was widely expected that Congress would eventually choose to extend them, as they have for each of the last few years. As usual, Congress [...]
There’s lot of misinformation out there about the Federal tax system, usually with a strong political slant attached. A balanced, unbiased overview of the tax code is something that I think very few people ever hear. This is because it isn’t polarizing, party-energizing information–it’s just the makeup of our system: good, bad, or indifferent. However, [...]
More and more, Thomas Piketty’s name comes up in the debate on the so-called growing “wealth gap” between the 1% and everyone else. In his new best-selling book, “Capital in the Twenty-First Century,” Piketty argues that capitalism will eventually result in accumulating the wealth of the world into just a few hands to a “potentially [...]
