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Tax

Five Don’ts For Taxes Before 2014!

We are in the fourth quarter of the year.  To make a football analogy, it’s 3rd and 1 when it comes to year-end tax planning.  Now is the time to meet with your advisor if you haven’t already.  This is particularly important if you are someone who keeps multiple brokerage and investment accounts.  Having a […]

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tax savings

March – Get $ Fit Challenge

At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]

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Year End Tax Planning

5 Smart Year-end Tax Tips for Small Business Owners

Guest Post by John R. Wheeler, CPA, CFP®  (learn more about John at the end of this post).   Year-end is fast approaching for most small business owners that use a December 31st year-end.  We assume that there are many tax law changes on the horizon and they will impact individuals and small businesses.  We do not […]

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Dollar bill folded into a heart

Six Steps to Maximize Your Charitable Giving

Still doing good, but with less. Most of us have been impacted in one way or another by the new economic reality. If we haven’t been personally affected we are concerned about what tomorrow may bring. We are all trying to stretch what we have even it’s simply to save more. Even though budgets may […]

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