DO-IT-YOURSELF IS DYING, DEAD! DON’T DO IT!

As I always say, “I can’t make this stuff up.”  I can’t.  Each year, I review, redo tax returns that were done by friends of a friend, someone with good intentions who has done his or her taxes for years, always gets a ‘good refund’ and so the friend will give them a try.  Things go wrong and the next year, I’m redoing the return, correcting mistakes and trying to help the tax payer get out the trouble that…

Read more ›

Navigating through the World of W-4’s, W-2’s, W-9’s & More

If you have ever worked outside your home and earned more than money for allowance, you have had to complete one of the above.  That process can seem simple but the process is also deadly to one’s finances if it isn’t handled appropriately.  The Human Resource Department of your job is not allowed to help you complete these forms and rightly so.  No company wants to be liable for an employee who loses money due to incorrect filing status. …

Read more ›

DEFINING MOMENTS

In life, the people who achieve any level of success, seem to have a defining moment or defining moments.  You know the moment in or of time where things are different, things change, the point of no return.  The place and moment of life where one feels either I do or I die; maybe not the physical death, but all of the other deaths of and in life (socially, emotionally, mentally, and financially); one can have before physically dying. …

Read more ›