A good way to help explain an overview of taxes is to look at the five fingers of your hand. There is an “Income Tax” when you earn the money. There is a “Sales Tax” when you purchase an item. There is a “Property Tax” when you purchase some things and hold it. There is... [Read More]
Category: Education
It’s the People, not the Stuff
Love people and use things. Not the other way around. Our relationships are the high points of our lives. That may include our faith relationship. Those relationships are the most precious gifts that we receive. Our sweetest memories we have maybe of our children’s laughter, our friend’s understanding or looking into the eyes of someone who... [Read More]
Snow Storms, Canceled Flights and Life
Recent storms on and around Valentine’s Day grounded thousands of airplane flights and changed even more automobile traveler’s plans. We may plan to take action at a certain time, but events out of our control often preclude us from taking that action. I had airline travel plans but was precluded from taking the trip as... [Read More]
Traveling South
Many people travel south during this time of year. They’re often called “snow birds”. They may be going for a short trip or a few months. It may be to head to warmer climates. Anytime you are traveling out of your home state you want to make sure that your Healthcare legal documents work outside... [Read More]
Cold Enough to Kill!
The current weather in the Eastern part of the United States is “Is Cold Enough to Kill!” If you are out in this weather for any extended period of time you could easily suffer from hypothermia or frostbite which could lead to death due to exposure. Not only do you have to dress warmly if... [Read More]
New Year’s Resolutions!
We make New Year’s Resolutions to commit to improving our lives by taking on some needed task or change in our lives. It is often health related or money related. Both radically affect our lives. Maybe now is the time to take care of that needed planning for paying off our debt, planning for retirement... [Read More]
Merry Christmas and Happy Hanukkah!
We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]
Remain Thankful
Thankfulness is the antidote to worry. If we will count our blessings (as small as they are) by counting 5 to 10 things we are thankful for daily, we improve our lives. This is a great prescription for mental and physical health. If we focus on the gifts that we’ve received, instead of the challenges... [Read More]
What Is Important in Estate Planning?
When polling my clients on their top priorities in their Estate Plans, they’ve told me they are: (1) take care of them while they are alive or while they are mentally disabled; (2) take care of their family or loved ones; and (3) avoid Probate Court costs and Taxes Your priorities may be similar. You... [Read More]
Steve Teaches CE Class – “Financial, Insurance & Accounting Opportunities in Estate Planning”
Steve will teach a Continuing Education Class – “Financial, Insurance & Accounting Opportunities in Estate Planning” on Wednesday, November 6,2013 at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants. The class will focus on opportunities to create business through Estate Planning for these Professional Advisors. The Class is approved for one... [Read More]