Building a Better Personal Network In New York/New Jersey Metro

Personal Network

We work a great deal with asset sheets and financial numbers for our New York/New Jersey Metro clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the New York/New Jersey Metro families and people we serve. But what is becoming increasingly clear in this 2017, … Read More

Building a Better Personal Network In New York/New Jersey Metro

Why You Should Create A Tax Planning Strategy With A New York/New Jersey Metro Professional’s Help

tax planning strategy

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that’s because the lesson from it is so instructive. And I’ll admit from the jump, that it’s self-serving to some extent. Because in the age of AI, point-and-click software and ROBOTS, it’s tempting to think … Read More

Why You Should Create A Tax Planning Strategy With A New York/New Jersey Metro Professional’s Help

Training Your Heart For Good Financial Stewardship In New York/New Jersey Metro

financial stewardship

Working with my New York/New Jersey Metro clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that we all could use the reminder that our human flaws show … Read More

Training Your Heart For Good Financial Stewardship In New York/New Jersey Metro

A Basic Mid-Year Tax Planning Method for New York/New Jersey Metro Taxpayers

mid-year tax planning

Well, we are right in the thick of summer. It’s hot. It’s also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you’re probably averting your eyes from the national political scene — because whichever “side” you favor, nobody seems … Read More

A Basic Mid-Year Tax Planning Method for New York/New Jersey Metro Taxpayers

Smart Planning for Financial Independence in New York/New Jersey Metro

Financial Independence

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in New York/New Jersey Metro wrote me saying that they were feeling pretty dispirited about their personal situation … and that anything discussing “financial … Read More

Smart Planning for Financial Independence in New York/New Jersey Metro

Four Keys to Achieving Financial Freedom by Lillian Turner-Bowman

financial freedom

I truly hope you enjoyed your Independence Day festivities. Perhaps you’re still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn’t sign it until August 2nd? While John Adams expected Americans would celebrate July 2, the date on the published copies of the document was July 4th … … Read More

Four Keys to Achieving Financial Freedom by Lillian Turner-Bowman

Three Practical Financial Tips for the Multi-Generational Caretaker in New York/New Jersey Metro

caretaker

With summer in full swing, for some of my New York/New Jersey Metro clients it means that the children are more “present” than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those, if you do it right), various activities for the family, and … Read More

Three Practical Financial Tips for the Multi-Generational Caretaker in New York/New Jersey Metro

Lillian Turner-Bowman on Patterns and Habit, via Parable

habit

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 without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can you relate? You see, I’m a creature of habit, and … Read More

Lillian Turner-Bowman on Patterns and Habit, via Parable

How to Stop Worrying by Lillian Turner-Bowman

stop worrying

There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren’t nearly as stable as they once were. And to top it all off, Batman … Read More

How to Stop Worrying by Lillian Turner-Bowman

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In New York/New Jersey Metro

What is Estate Planning

There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it’s tempting to just go numb. It feels like survival, during these crazy times. But I’m fighting to care, and not just tune EVERYTHING out. There is great wisdom in keeping our … Read More

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In New York/New Jersey Metro