Are you at risk for a tax audit? (roundup)

This week I decided to do a roundup of timely and relevant articles about your money and taxes! What are the chances of a tax audit? Eighteen million calls to the Internal Revenue will go unanswered, and more than half of people’s letters will take over a month to respond to, according to IRS Commissioner…

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The truth about your tax return

I do not prepare tax returns, nor do I play a CPA on TV.  But as a financial planner, I understand taxes and have been around enough to help with tax strategy.  And it’s that time of year when I want to punch financial services providers in the neck for making you freak out about…

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5 tips to getting financially naked together

This post is the third in a series of guest posts that focus on getting the most from your money life when it intersects with your love life. Brides- and grooms-to-be fascinate me. They’re in the LaLa Land of planning the wedding of their dreams and, at the same time, are doing some pretty heavy…

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Save your relationship…know your money symbol

This post is the second in a series of guest posts that focus on getting the most from your money life when it intersects with your love life. Reasons for couples seeking counseling varies. Some of the most common reasons for couples to seek out counseling includes difficulty communicating and lack of affection. In my…

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7 steps to cure your money phobia

Lots of people have money phobia. Phobia is excessive fear that interferes with your life. For instance, being afraid of sharks and avoiding them is not an example of excessive fear (I think that’s just smart). However, being so afraid of sharks that one avoids ever getting into the water is an example of a…

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The number one wealth secret…

There is one point about money that is more important than any other, and that’s to understand what is required to generate wealth.  Financial planning only matters if you have the potential to produce money in the first place. So here it is, the one thing you need to understand to generate wealth for yourself…

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