Before we move forward, let’s take a step back. From 1848 to 1850, San Francisco’s population surged from roughly a thousand people to over 25,000 amid the California Gold Rush. Now, a gold rush of a different sort is … Read More
Author Archives: Kyle Dugan EA CAA
I Guess It Was A Little Intense…
Last week, as I do each week, I sent out an post with some friendly advice, and some folks took exception to it. Specifically, they got upset that I implied if they felt they had made some bad financial decisions … Read More
Don’t Forget to File Your Taxes
I mentioned this last week in my post to you, but time IS growing short to handle any extensions. Corporate is due to be filed next month on the 15th, and mid-October is when personal taxes have to be filed. … Read More
August’s Amusing Tax Convictions
Maybe it’s a new trend, but our usual source of news for tax crimes and the action of the Justice Department this month has rendered multiple cases and convictions from, of all things, failure to properly withhold and pay employee-based … Read More
Back To School
…And so it begins – another school year, and another fall season. As you recover from a busy summer and prepare for fall, and all the images that term evokes, I want to ask you how you’re doing with your … Read More
One Big Push
Well, well, well, here we are, nearing the end of summer, and while it seems like there’s loads of time left in 2023? There isn’t. Football is right around the corner, and then the holidays. We’re in the third quarter, … Read More
July’s Real Estate Corner
If you want yours to be the best-looking home offer on the seller’s list, here are eight ideas to dress it up. 1. Make the right money offer. The best offer is, first and foremost, the right money offer. … Read More
Back To School Is Nearly Here?
As hard as it is to believe, July is nearly over and “back to school” is almost here, and I’ve got a question: did you choose to spend time or money on family this summer? I get a lot of … Read More
Apple and Banking? What Gives?
It’s strange to see the shift Apple has made in the last 20-30 years. From a struggling computer company to a technology business with a nearly rabid customer base, and now? Apple has expanded its financial services offerings with high-interest … Read More
Retirement Savings Plans
With pension plans increasingly rare, most people turn to employer-sponsored 401(k) plans to secure their retirement. These plans, administered not by the company, but by large investment and financial management firms, are highly secure. Some companies also offer a … Read More