Happy New Year! Like a lot of folks who work for a living, even us tax professionals sometimes place too much emphasis on the “automatic’ nature of retirement investments. I can’t tell you the number of busy professionals who should … Read More
Author Archives: Kyle Dugan EA CAA
New Year, New (focus on) Business?
Well, here we are, in 2023, and far too many business owners are in a rut. Oh, they’ve made the usual resolutions for themselves, things like “get in shape” or “spend more time with the family” or maybe even “save … Read More
Happy New Year!
Let’s get something out of the way right now: this email isn’t going to save you anything on your taxes. It’s not going to give you any sage advice on financial strategies. It’s not a reminder to stay organized with … Read More
Its Almost Here! Tax Season!
No matter how you slice it, the truth of the matter is it’s almost that time of year again. Like a lot of you, I’m excited, and even though all of us know the date, there’s always some last minute … Read More
December’s Real Estate Corner
With the housing market slowing down and the end of the year literally right here, it’s smart to hedge your bets as a buyer with maximizing the perceived value you represent to a seller. With that in mind, let’s clear … Read More
Have You Made Your First Million Yet?
This month, with the end of the year rapidly approaching, I wanted to take a step back and think about goals. About things like more money in YOUR pocket. Everybody wants that, right? Yes, yes, yes! Now, our newsletter always … Read More
Are Reverse Mortgages Still a Thing?
Yes! If you want to stay in your home and you need cash to pay ordinary living expenses, a Home Equity Conversion Mortgage (HECM) could be a good option. For the average retiree, home equity represents about 66 percent of … Read More
The Most Important Pieces of the Retirement Puzzle
No matter what you do for a living, all of us have some sort of “retirement” plan in our minds. It might be part-time consulting in your field for a premium or it could be retiring to Lake Havasu and … Read More
Should You Go Solar?
Asphalt shingles are so 20th century. Take a peek at roofs these days and there’s a good chance you’ll spot solar panels. By the end of 2020, roughly 2.7 million solar panel systems had been installed on American homes, and … Read More
Enjoy The Season
Here we are, literally the last week of 2022, and as challenging as the year has been, I wanted to take this time NOT to give you a bunch of last minute advice. You either know you’re going to make … Read More