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Financial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…
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Business Owners: When Does Incorporating Make Sense – Payroll Taxes[Video]
So you have a business. How is it set up? From a legal perspective and from a tax perspective ie. payroll taxes. Let’s walk through a number of examples, real high level, letting you know the difference. This way when you are dealing with your own finances in your business, you know what is going…
[Video] Should I Refinance My Home During COVID-19?
[Video] Should I Refinance My Home During COVID-19? Let’s discuss with Senior Mortgage Loan Officer, Tom Cramer. Video Summary – How COVID-19 Pandemic Has Affected The Business: 1. Working Remote 2. Extremely busy with Refinance Transactions: a. Reaching out to any of my past customers who closed last year and beyond, most likely dropping their…
Tax Underpayment Penalties Aren’t Worth Paying [Video]
No one enjoys paying money to the state or the IRS. On top of that, adding insult to injury, there are underpayment penalties and interest!
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Financial Q&A Webinar: Retirement, Stimulus, Refinancing [Video]
We recorded our session and are sharing it with you here. Please fast forward to listen where you want to if you like: Market & Economic Update: 1:00 minute mark CARES Act Update: 18:55 minute mark Question 1: 25:18 minute mark – I’m considering investing in gold for stability in retirement. Is that a good…
