I can’t believe it, but it’s been over 6 six years since I left the teaching profession. Although I loved teaching junior high – yes, it’s true, I did love teaching at the junior high […] Read more »
Tax Cuts Extended for Two Years
Last month I briefly talked about how the Bush Tax Cuts May Affect You if Congress did not vote to extend the tax cuts voted on by the previous administration. I am happy to announce […] Read more »
My Personal Story with a “Tax Preparer” that Almost Cost Me a Few Hundred Dollars!
The year I discovered the difference between a Tax Preparer and a Tax Advisor was back in 2002 when Brandy and I were both teaching. Up until that point, I had always prepared my own […] Read more »
Tax Preparer vs. Tax Advisor: Knowing the Difference Could Save You Thousands
You may have noticed that I often refer to myself as a Tax Advisor rather than a Tax Preparer. Although I am a Registered Tax Preparer, I believe there is a major difference between those […] Read more »
Tax Tips: 2010 End of Year Tax Saving Tips
I know, I know, you don’t want to hear about taxes in December. But just like there are many ways to save money on our purchases right now, there are many ways that we can […] Read more »
Bush Tax Cuts: How They May Affect You
As many of you may be aware, the “Bush Tax Cuts” and credits are set to expire at the end of 2010. If they do expire completely, a lot of people will experience a significant […] Read more »
The Top 2 Reasons People Don’t Have Enough Life Insurance
Did you know that the number of U.S. households with no life insurance coverage at all has grown to 30%? That’s 35 million households! Among households with children under age 18, 11 million have no […] Read more »
403(b) vs. Roth 403(b)
Although many teachers have heard of the 403(b), it has been my experience that most teachers have not yet heard about the Roth 403(b). So, what are the differences? The short answer: for the most […] Read more »
“It’s Like Taking the Gambling Out of the Stock Market”
The other day I was talking to an acquaintance about what I do, and about the type of investments most of my clients prefer, and after I was done explaining he asked, “So, it’s like […] Read more »
California Cash for Appliances
UPDATE: APPLIANCES REBATES END!! December 6, 2010. Do you need a new appliance? Have you heard of the California Cash for Appliances Program? Unfortunately, our dishwasher went out a little over a month ago. As […] Read more »