If you’re someone who receives a tax refund, the sudden surge in cash, no matter how large or small, is sure to put a smile on your face. You overpaid your taxes for the year and now you have some...
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10 Easy Steps to Get Organized for Tax Time
If you’re like me (and most Americans), taxes can be a bit more involved than a simple click, click, add, add and poof done! – like some of these crazy tax solution commercials might lead you to...
What You Should Know About Itemized Deductions
For many people, our biggest priority at tax time is to get everything done quickly and painlessly, with little to no financial penalties. This usually means many people take the standard versus the...
Who’s on Your Money Team?
When it comes to building wealth, it pays to have a money team. As Thomas Stanley, author of the Millionaire Next Door, found in his research, the best wealth accumulators usually assemble a team of...
10 Moves to Handle Your Personal Finances as an Entrepreneur
As an entrepreneur, it’s up to you to bring in the money in your business. And as you know, it’s up to you to manage the money to help the business grow. It’s no different outside of your work with...
End of Year Tax Considerations
Not looking forward to tax time come April 2015? You may be able to make some last-minute moves to ease the burden of your tax obligations next spring. In order to get your taxable income down and...
Basic Investing Terms GenY Should Know: Part 2
If you were here last week, you already know that I’m aware of just how confusing the financial world can be. The fancy lingo, the 50-page reports and the constant chatter about “what the market is...
Are You Leaving Money on the Table?
We’re all guilty of leaving money on the table. The question is – are you aware of it? As a Financial Planner, I’m faced with a myriad of money situations on a daily basis. The ones that typically...
Taxes & Your Fiancé: What Changes after Marriage?
Did you know that whether you and your fiancé are married on January 1st of this year or December 31st, for tax filing purposes, you will be considered married for the whole year? That may be one of...
Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.
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