February 2012 - MONEY SMART

Timely updates and reminders on personal money management. Seeing to it that you always have the up-to-the-minute information you need to win the game.
February 9, 2012

Taxes. They’re one of those unavoidable facts of life. When it comes to preparing your taxes I believe the key is striking a balance between keeping it simple—not spending more time or money than necessary—and being smart about getting all the deductions and savings you are entitled to. So, how do you get the job done right and walk that line? It depends on your particular situation.


February 2, 2012

Estate Planning. Just the mention of the subject is enough to turn off the brain. Well stick with me for a minute, because we all need it and also because I believe I can quickly show you how over 85% of adults can do a really good job of estate planning in just a couple of hours. And the best part? It's free! In my opinion, all most people need to do are these 5 things.


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