Blog

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April 2016

March 2016

Social Security Benefits: How Much Will I Receive

2018-01-04T10:56:42+00:00

Next to “When should I claim Social Security benefits?” one of the more common questions people have is “How much will I receive?” Calculating your potential Social Security benefit is a three-step process: Calculate Your Average Indexed Monthly Earnings (AIME): The highest 35 years of indexed earnings is added together. It is then divided by [...]

Social Security Benefits: How Much Will I Receive 2018-01-04T10:56:42+00:00

The Value of Insuring Against Life’s Risks

2018-01-04T10:56:42+00:00

Did you know that... Approximately 100 million American workers have no private disability income protection,¹ 30 percent of U.S. households have no life insurance,² and About one in eight drivers are uninsured?³ If you ask a homeowner, replacing a roof is probably the least satisfying expense he or she will ever face. While the value [...]

The Value of Insuring Against Life’s Risks 2018-01-04T10:56:42+00:00

Creative Ways to Motivate Your Employees

2018-01-04T10:56:42+00:00

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 [...]

Creative Ways to Motivate Your Employees 2018-01-04T10:56:42+00:00

February 2016

Six Most Overlooked Tax Deductions

2018-01-04T10:56:43+00:00

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 [...]

Six Most Overlooked Tax Deductions 2018-01-04T10:56:43+00:00

“Dirty Dozen” Tax Scams to Watch For

2018-01-04T10:56:43+00:00

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 [...]

“Dirty Dozen” Tax Scams to Watch For 2018-01-04T10:56:43+00:00

Red Flags for Tax Auditors

2016-02-26T15:12:28+00:00

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 [...]

Red Flags for Tax Auditors 2016-02-26T15:12:28+00:00

Estate Management 101

2018-01-04T10:56:43+00:00

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! [...]

Estate Management 101 2018-01-04T10:56:43+00:00

The Facts About Income Tax

2018-01-04T10:56:43+00:00

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!

The Facts About Income Tax 2018-01-04T10:56:43+00:00

Let’s Chat

2018-01-04T10:56:43+00:00

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! [/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Let’s Chat 2018-01-04T10:56:43+00:00