March 2016

Creative Ways to Motivate Your Employees

The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to your business’s success. Here are some quick, inexpensive, and potentially effective ways to motivate your employees and improve your employee retention. Weekly “Good News” Emails Too often the business day can be about [...]

February 2016

Six Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested Dividends: When your [...]

“Dirty Dozen” Tax Scams to Watch For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The 2015 “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of [...]

Red Flags for Tax Auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime for an IRS audit.¹ [...]

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Do you have a will? Is it updated? Call me to discuss your legacy at (952) 236-1755 or fill out the form below. I look forward to hearing from you!

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Call me to discuss your financial situation at (952) 236-1755 or fill out the form below. I look forward to hearing from you!

Let’s Chat

I'd love to meet with you over a cup of coffee to hear about any changes in your current financial situation. Call me at (952) 236-1755 or fill out the form below! I look forward to hearing from you!

General Recommendations on Short-Term Investment Strategy

Market Conditions Today  The stock market is more volatile lately because it is reacting to the price of oil. Today, the price of oil had been down 4%, to $27/barrel, and the stock market followed by being down 2%. The traditional view of declining oil prices and declining stocks means there is a slowdown in [...]

A Fruitful Retirement: Your Social Security Benefit