Monthly Archives: December 2012

Your Financial Planning To-Do List Before 2013

By |December 11th, 2012|

Reprinted with permission,
Your Financial Planning To-Do List Before 2013
Ideas to lower your 2012 taxes
Make a charitable gift before New Year’s Day. You can claim the deduction on your 2012 return, provided you use Schedule A. The paper trail is important here.   If you give cash, you need to document it. Even small contributions need to be demonstrated […]

2013 New Year’s Resolutions

By |December 1st, 2012|

Is your business ready for the new year?
2013 is quickly approaching and a common talking point at this time of year is what resolutions are you setting for yourself? Most people come back with responses like, losing weight, starting an exercise program, not eating candy, the usual things that only approximately 10% of people actually […]