Archives for July 2015

Financial Health Series: Episode 3 – The 5 Ways People Lose Money (Saving For Retirement)

https://youtu.be/WzqOZ5hHg5I I was recently interviewed by Gary Collins, creator of the Primal Power Method, for a video blog series he is doing on financial health. Gary created the Primal Power Method to help people make educated decisions concerning their health. The Primal Power Method focuses on nutrition and Read More >

Are You Guilty of Tax Avoidance?

Proudly, I am! What is the difference between tax avoidance and tax evasion? About 10 years…in jail! There are many legitimate tax deductions and strategies that purposely exist in the tax code for our benefit. Many people refer to these as loopholes. I don’t like referring to tax deductions and strategies as Read More >

The IRS is Not a Good Savings Vehicle

On January 14, 2015, CNN Money reported that “Nearly 8 out of 10 U.S. Taxpayers Get Refunds.” The story reports that according to the most recent IRS data, the average refund was roughly $2,800. This practice has always baffled me, but my own clients have proven it to be true. When I meet with new clients among the Read More >

Financial Health Series: Episode 2 – The 5 Ways People Lose Money (Taxes)

https://youtu.be/4gsLbFQInUc I was recently interviewed by Gary Collins, creator of the Primal Power Method, for a video blog series he is doing on financial health. Gary created the Primal Power Method to help people make educated decisions concerning their health. The Primal Power Method focuses on nutrition and Read More >