Author Archives: Kevin Murray, MSAT, EA, CLU, ChFC
The Purpose of Your Accountant
Many people are confused about the purpose of accountants given tax software and so on. To get the biggest benefit for the fees you pay, you need to understand what your accountant can do. The Purpose of Your Accountant An … Continue reading
Posted in All Taxpayers, Uncategorized
Tagged accountant, strategies, strategy, Tax, tax return, taxes
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Battling the IRS
There was once a song about battling the law and losing. Fortunately, battling the IRS is possible and sometimes inevitable. Battling the IRS There comes a time when many Americans must take action against the IRS. The IRS can come … Continue reading
Posted in IRS Tips, Uncategorized
Tagged federal income tax, IRS, tax planning, taxes
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10 Years and Counting: Points to Consider as You Approach Retirement
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend … Continue reading
Valuable Tax Deductions for your Vehicle You Can’t Afford to Miss
Is your business missing out on valuable tax deductions you can take for the use of your personal vehicle for business purposes?If you haven’t done so already, you should definitely beat a path to the door of your local office … Continue reading
Financial Advice for the Newly Divorced
If you find yourself amongst the recently divorced population, you may be feeling not just the loss of a partner, but also the absence of the second paycheck. Chances are pretty good that you have lived your life based on … Continue reading
Posted in All Taxpayers, Financial Planning, Personal finance
Tagged Divorce, Financial Planning
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Financial Advice for the Newly Married
Congratulations on finding the love of your life and pledging your commitment to each other! Now that the honeymoon has passed and you have begun to adjust to your new life together, it is time to set yourselves up for … Continue reading
Posted in All Taxpayers, Financial Planning, Personal finance
Tagged Financial Planning, Marriage
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How to Calculate Your Own Personal Net Worth
Whether you are curious or have a specific reason for calculating your own personal net worth, there are many factors that you have to take into consideration. Knowing your personal net worth can help you plan for events such as … Continue reading
Financial future as a graduation gift? It’s easier than you think!
As you begin to shop for the new graduates in your life, consider the case below and think about giving them a step in the right financial direction. While many advisers look for Millionaires (I don’t mind working with them … Continue reading
Posted in Financial Planning, Gift
Tagged Financial Planning, Grads, Graduation gifts, help your kids
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Start Planning Now for Next Year’s Taxes
You may be tempted to forget all about your taxes once you’ve filed your tax return. Do not give in to that temptation. If you start your tax planning now, you may avoid a tax surprise when you file next … Continue reading
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Tax Issues Related to Marriage
What are tax issues related to marriage? If you’re married (or about to be married), financial planning is certainly important. It’s also important for you to be aware of the income tax ramifications of your decisions. Although there are a … Continue reading
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