Time to give yourself a raise?

“The greatest compliment that was ever paid me was when someone asked me what I thought, and attended to my answer.”

– Henry David Thoreau


Can you believe that this year is just about half-finished? What a wild ride it’s been. The oil spill, the economic chaos, things do feel … uncertain.

Which is why it’s so important for you to maintain your peace in the midst of it all.

Look–it’s no mystery, probably, why I choose to write so often about these subjects. We see clients in here regularly (yes, even after “tax season”–more about that in a moment), and you wouldn’t probably believe how often we have the same kinds of conversations. Finances touch a deep place of security (and fear) for so many, NO MATTER how much is in the bank accounts.

From the very well-off, to those deep in debt … everyone can pick and choose their poison these days, when it comes to fear.

I often play the role of counselor, in addition to helping folks navigate their way through this stuff. Because families and business owners make rash decisions in times of perceived crisis–and they often have unforeseen tax and wealth complications down the road.

Which is why it’s critical that we take a look at how things are set up for you and your family for the rest of 2010. Midyear is the perfect time to take a clear-eyed look at things, and plan for the best outcome for your family or business.

Come see us. We’ll encourage you, give you good options…and point you into the best direction for your long-term wealth preservation and growth.

Contact us ASAP to schedule a Mid-Year Tax Planning Strategy Session!

I’m personally dedicated to the success of your family–and to your finances! Can other tax professionals say that?