Using 9 simple steps to lead the way to your financial freedom.
My 9SimpleSteps are a straightforward system to encourage, equip and educate you. My program has no commissions or selling of products.
As a CERTIFIED FINANCIAL PLANNER™ professional, I would like to become your partner in planning for your present and future financial security. My ENROLLED AGENT (EA) status allows me to better prepare tax strategies within your comprehensive financial plan.
Let's determine the risk and value of your investment and tax strategies. Simple? Not really. Simple to state, simple to read but more difficult to follow with discipline. Think of these steps as a staircase - an integrated whole.
Let's begin together.
Did our state representatives in Congress know all along that 2018 Tax Reform may result in a large shift of taxes from the Federal government to their respective state government coffers? There is much information on the 2018 Tax Reform bill that is now signed into law and effective for 2018 but...
Recently a client asked about a NY Times article about the near-term future of the stock market. I am very confident that a long-term strategy is essential for investing in the stock and bond markets. Lately (December 2016 - January 2017), markets have gone up and that feels good but since March 9, 2009 we have had...