landscape playing grass sport

Navigating the Game of Life.. and Golf

 “Success depends almost entirely on how effectively you learn to manage the game’s two ultimate adversaries:  the course and yourself.” Jack Nicklaus I’ve been doing a lot of reading about golf these days, trying to understand the game better to supplement the lessons I’ve taken over the past year or so. There is so much […]

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Lord Bruce Dragonsbane, my LEGO Castle Sigfig

Those unfiled taxes won’t prepare themselves… or will they

So you forgot to file your income taxes.  It happens… time gets away and then one year turns into two, turns into a bunch.  The IRS doesn’t seem to notice for a while.  Then one day you get a friendly reminder that you haven’t filed your taxes.  You can bet that they’ve been noticing all […]

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Monopoly Income Tax Ver1

That’s no Valentine in your mailbox- what to do when the IRS sends you a not so loving letter

In a world of electronic communication, who doesn’t love getting a letter? As long as it’s from a friendly face and not signed, “your friend, the Internal Revenue Service.”  But if you’re one of the lucky millions who receive a letter from the IRS each year, what should you do? Job one:  OPEN THE LETTER.  Anything […]

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Andy gas mask

Go forth and spend well- tips to send off with your kids

Labor Day is a bittersweet holiday, isn’t it?  The end of the summer, squeezing in the last bits of fun and adventure, all the while looking forward to the return to normal structure September brings.  I love the leisurely pace of summer but by the end of August I can’t wait to get back into […]

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Part 2A & B of Form ADV: Firm Brochure