Blog
A Basic Mid-Year Tax Planning Method for Jackson Heights Taxpayers
I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...
Smart Planning for Financial Independence in Jackson Heights
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 Jackson Heights wrote me saying that they were feeling...
Smart Planning for Financial Independence in Jackson Heights and Queens
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 Jackson Heights and Queens wrote me saying that they were...
Four Keys to Achieving Financial Freedom by Eakub Khan
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...
Four Keys to Achieving Financial Freedom by John Smith
Four Keys to Achieving Financial Freedom by John Smith "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy times,...
Three Practical Financial Tips for the Multi-Generational Caretaker in Jackson Heights and Queens
With summer in full swing, for some of my Jackson Heights and Queens 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...
John Smith on Patterns and Habit, via Parable
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 with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...
Eakub Khan on Patterns and Habit, via Parable
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...
How to Stop Worrying by Eakub Khan
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...
What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Jackson Heights
There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...
What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Jackson Heights and Queens
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...
Millennials In The Jackson Heights Workplace
Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer ... and maybe that's because the task...