Monthly Archives - November 2016

Taming the Holiday Budget

Before the exuberance, impulsiveness, and desire to express love takes over, let’s tame that holiday spending! Let’s have your budget meet your need to join in the celebration and help you get what you REALLY want from your money. Avoid the budget blues and truly live the Holiday Joy! By focusing on the meaning and messages that you want to share, you can find ways to give and still avoid the January credit card surprise.  We have designed a thought [...]

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Year End Tango with Taxes

We love the image of Tango with Taxes, because the Tango is intricate.  There are very specific steps you must take and they must coordinate with your partner and the beat of the music.  Year-end tax planning is intricate, too.  There are very specific steps you must take and they need to be coordinated with both your cash flow and goals, along with the IRS.  The Tango is also intimate, and, let’s face it, money and taxes are too! To [...]

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