For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

For The Sake of Your Rockledge Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your Rockledge business) ... well, the more that we discover that...

Big PPP Loans Forgiveness Update From The IRS For Rockledge Businesses

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Rockledge clients, and it has provided a great shot in the arm for others.And, well ... we...

Should Your Rockledge Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the PPP money, who got it, who didn't, and even if some Rockledge companies should pay it back.Well, I have some thoughts on this for you today, but ultimately, you will have to be the one who makes this decision.It's an...

A Big IRS Update For Rockledge Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Rockledge businesses.Ouch.The IRS just released new guidance to this end...

An SBA Funding Update And Four Scenarios Your Rockledge Business Could Be In

The second round of PPP funding began this Monday at 9:30AM Eastern.This funding was $322B (as opposed to the first at around $349B). The first round of $349B funded 1.6MM business.As for those who were waiting on that first round, the SBA hasn't shared recent...

What Your Rockledge Business Should Do If They Received PPP Funding

I promise that one day I'll write to you and my Rockledge area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here is a piece...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!