Lillian Turner-Bowman’s 5 Quick Tips for Teaching Kids About Money

We’ve seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially prepared. (We certainly wouldn’t want our children and their eventual families to end in … Read More

Lillian Turner-Bowman’s 5 Quick Tips for Teaching Kids About Money

Turner-Bowman’s Simple, 4-Step Plan For Organizing Your Financial Records

The events in Charleston last week have left all of us — once again — searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family members of the victims might, perhaps, show all of us a … Read More

Turner-Bowman’s Simple, 4-Step Plan For Organizing Your Financial Records

Lillian Turner-Bowman On What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel — while not exactly a “joy”, does also provide us with great satisfaction because we know that we get … Read More

Lillian Turner-Bowman On What to Look For in an Executor of Estate

Lillian Turner-Bowman Offers Practical Tips For Your Estate Plan

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind! Secondly, the summer is a perfect time to assess your financial picture … Read More

Lillian Turner-Bowman Offers Practical Tips For Your Estate Plan

Lillian Turner-Bowman Discusses 11 Traits of the Financially Secure

Part of my early-Monday news scan this week brought me this story: http://cbsn.ws/1Q0chAV. One of the “highlights”: almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so. If you find yourself belonging to that category, I’m going to help you today, … Read More

Lillian Turner-Bowman Discusses 11 Traits of the Financially Secure

Before You Say “I Do”: Lillian Turner-Bowman’s Marriage and Money Checklist

Memorial Day weekend often feels a little … jarring, at times. Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms. However, when you talk to veterans (as I get the chance to do in the course of our tax … Read More

Before You Say “I Do”: Lillian Turner-Bowman’s Marriage and Money Checklist

Lillian Turner-Bowman on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

With all of the chaos that we are seeing bubble up around us, both in our nation and overseas, it can feel like everything is in flux. Please, though … if you’ve established for yourself a hedge against financial turmoil, let’s not have you ruin it. Last week, I posted an article which addressed these issues. It was a bit … Read More

Lillian Turner-Bowman on 5 MORE Bad Money Habits And How To Overcome Them (Part 2 of 2)

Lillian Turner-Bowman Reveals 5 Ways We Avoid Keeping Better Money Habits

We spend a disproportionate amount of our time around the Team Turner-Bowman offices dealing with government forms and websites. (Seriously though — can you or I get a gig as a web designer for the government? Those contracts run in the 7 figures … and the designs still look like something built using dial-up.) But the annual release of this … Read More

Lillian Turner-Bowman Reveals 5 Ways We Avoid Keeping Better Money Habits

Turner-Bowman’s 8 Essentials For Record Keeping

I get pretty excited about the spring. All around the country, the snow is gone, the trees don’t seem so desolate … and am I right that the angle of the sun is a bit less harsh? Or maybe it’s just because tax season has finished and I’m getting more sleep? 🙂 Well, I hope you and your family will … Read More

Turner-Bowman’s 8 Essentials For Record Keeping

Lillian Turner-Bowman Explores Five Markers of Financial Health at Mid-Life

If your tax returns have been filed (as most of our clients’ have), I do hope you’ve taken the ripe chance afforded to you to scrutinize your year, and your financial health. And, even if you’re on extension, it’s good to pause here before summer and consider where you’re headed — financially, and otherwise. So, I thought that this could … Read More

Lillian Turner-Bowman Explores Five Markers of Financial Health at Mid-Life