Taxes and Financial Planning

Tying Up Loose Ends...

Tying Up Loose Ends…

I recently realized that I have a number of loose ends out there from previous posts that my regular readers might be wondering about.  So I thought I would take an opportunity to put out a post following up to hopefully tie up those loose ends a bit… Switching to an Accountant This was the first year I decided not to use TurboTax and go to an accountant.  If you remember, I had three goals with this: Check over my work Get […]

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Time to Say Goodbye to TurboTax!!

Why I Dumped TurboTax for an Accountant

I started using TurboTax in the year 2000 and I’ve used it every year since then.  Going to a tax preparer didn’t make sense – it was expensive and TurboTax made it easy enough to do my tax returns myself.  All the TurboTax alternatives (H&R Block, TaxAct, TaxCut, etc.) are all similar in that can guide you through doing your taxes to make life smoother when doing your returns. Sure, sometimes I would stare at the screen for hours and try to figure out

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Increase contributions to my HSA - 2017 Personal and Financial Goals

Are HSA Plans the Best Bang for Your Buck?

I used to have a common guy problem (no not that one!) – it’s the one where I wouldn’t go to the doctor because “things will just work themselves out.”  Bad idea in general and, as I’ve grown a little older, I at least now do the annual checkup (something I never used to do).  Although never going was a bad idea, it did help me get ahead on something.  About 6 years ago, my company offered something called a Health Savings Account or, it’s

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Second Opinion

I Got a Second Opinion Last Week…

So, I had been talking with one of my mentors a couple of months ago and we got on the subject of taxes… particularly taxes regarding rental property.  If you’re a regular follower of my site, you know that I currently have one rental house and I’m looking for a second so this was an important topic for me. My friend that I was talking with has five rental houses and is extremely savvy when it comes to the financial details

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