For Individuals

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Potential Tax Problems For Orlando Businesses To Fix Before Year-End

We only have one more month (less!) to make any moves that might affect a whole host of things on your tax bill.I have some examples of what I mean here today, but suffice it all to say: If your business revenues, expenses, structures or results changed in a...

Bruce Newman on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

How To Get Out of Credit Card Debt Fast in Orlando: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some Orlando clients that I've walked with over the...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Orlando

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Building Your Career: For Orlando Workers

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true.Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise.And you know what social media...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Orlando business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when...

IRS Scammers Are Targeting Vulnerable Orlando Taxpayers

You probably already know this.If you've ever faced the pain of climbing out of the hole of an IRS debt, then you also realize that you get on all of the databases for debt consolidation and an abundance of over-aggressive marketing companies who want to take...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Orlando small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!