23rd September 2009
Are you paying too much in taxes? In the first two parts of this series, we addressed the need to have your own business and how that helps reduce your taxes, often dramatically. Read on for more details on how to make sure this system works the way it'...
23rd September 2009
Could you use more tax deductions? How about a lot more tax deductions? Read on to find out what it takes to maximize your tax savings -- legitimately -- so you too can live on pretax dollars in a post-tax world.
The first step you'll have to take is...
23rd September 2009
Financial or business planning is at its most powerful when it is well integrated with one's personal goals. And the ideal way to accomplish such an integration, at least for people with some degree of wealth, is starting a private foundation. Read on a...
16th September 2009
A private family foundation can have many benefits. And yes, the tax savings can be substantial and are probably at the top of your list. Yet there is an even more important issue you must consider before making the decision to start your own. Read on to ...
04th August 2009
Are you ready to set up a business? You may be wondering what your options are. Read on to find out more about where you might want to set up your business structure.
When you're planning to start a business, you could take the least formal route and j...
25th July 2009
You know what a private foundation is, but what in the world is a supporting organization? And how do they relate to each other? Read on to find out.
First of all, the biggest difference is that while private foundations are, by definition, private, su...
25th July 2009
It can be challenging to integrate vision and values into strategic planning. But it's also very rewarding. In a previous article, I described an example where "Dave" started a foundation to successfully integrate his values while resolving a major fi...
20th July 2009
How do you integrate vision and values into strategic and tactical planning? That can be a challenge. Developing vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet in ...
20th July 2009
How do you bridge the chasm between the personal and the professional? It may be challenging, but the results definitely make it worth the effort. In fact, one thing that has never ceased to amaze me is how powerful financial or business planning can bec...
20th July 2009
Are you an employee -- and do you get a W-2 form? If you do, you're in big trouble, at least financially. Read on to discover why that is and what you can do about it.
Here's the reason why being an employee is not a good place to be in when it comes...
20th July 2009
Your kids are headed towards college. How will you pay for it all? You're losing sleep over that question. You're not rich by any stretch of the imagination, but you think you have far too much money to qualify for financial aid. Here's a tip: that ...
20th July 2009
Are you thinking about setting up a private foundation? It can be a wise decision - if it is done correctly, and for the right reasons. Read on for 5 key points you should be aware of before taking the big step.
1. What is important to you?
First,...
20th July 2009
Are your children headed for college and you're still wondering how to pay for it? Here's one key aspect in the planning process you've probably not heard about yet: You need to learn the rules of the college funding game. They go far beyond "saving ...
20th July 2009
How will you pay for your children's college education? The price tag has been rising year after year, making it more and more challenging to come up with the funds. And the kinds of planning mistakes most people make in the process don't help. Read ...
20th July 2009
Did your tax bill go up dramatically this year, courtesy of the alternative minimum tax (AMT)? You're not alone. Every year, this happens to more and more people. That's because the single exemption allowed in the AMT has not kept pace with inflation....
