Here we are, suddenly finding ourselves in the week that we have set aside as a nation for the giving of thanks. 2017 seems to have been a difficult year for many to find glimpses of the light, to find goodness in the midst of seeming chaos and lots of bad news. But,...

Right now, it's almost impossible to escape the conflict, the noise, and the shaming over various cultural decisions we're having to make. Lockdowns, schooling, more economic stimulus, elections, vaccines -- it's all enough to drive you crazy if you pay close...

I normally write you a weekly strategy note (or so), but these are NOT normal times, are they?And before I get into what's happening with the IRS deadline -- to separate some of the rumors from the reality -- I first want to check with you:How are you doing? Email me...

We're almost at the end of September, which is bewildering -- where did summer go? Pumpkin lattes are everywhere, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks on an accelerating...

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Okay, that's a joke. We're so busy with our client work, we can't really enjoy the college basketball or the new baseball season, but at least we still have April Fools.And yes, I know that day has already passed. More coffee please.But speaking of things getting past...

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,...

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Jackson Heights area clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look...

Well, the brackets are set -- and the nation's collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it's become a huge part of this season, as you no doubt know. But there is...

Well, here we are into December, the final month of 2019 -- and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let's sit where we are for a bit.The December holidays are upon us.And it's...