Essential Element #1 – Income Planning

Essential Element #1 – Income Planning

The 4×4 Financial Independence Plansm Essential Element #1 – Income Planning The 4×4 Financial Independence Plan sm is a unique and proprietary system.  At its core, it is a very simple and easy to understand system.  Yet, as you dig deeper into the...
Why Financial Plans from 30 Years Ago Failed

Why Financial Plans from 30 Years Ago Failed

The Smart Income Independence Planning Newsletter Financial planning is not a new phenomenon.  It’s been around for 50+ years.  While financial planning has been around a long time, the question is whether most financial plans accomplished the goals they set out to...
Key Financial Data 2020

Key Financial Data 2020

Happy New Year to you and your family! I hope the last several weeks have been merry and festive, leaving you recharged to move full steam ahead into the new decade!   Today, I have prepared a very handy reference card to help with your finances for the rest of the...

9 Reasons You Should Consult With Your CPA Before Year-End

The Smart Tax Planning Newsletter 9 Reasons You Should Consult With Your CPA Before Year-End While the national focus has been on uncertainty around the new tax law, there are many individual tax-planning opportunities you should consider before year-end to ensure you...
Tax Reform Guide – The Tax, Jobs & Cuts Act (TJCA) 2019

Tax Reform Guide – The Tax, Jobs & Cuts Act (TJCA) 2019

The 2018 Tax Reform bill, referred to as the Tax Cuts and Jobs Act (TCJA), is the most comprehensive tax reform bill to pass Congress in decades.  While understanding everything that changed with this bill is completely unnecessary, understanding what changes will...