GUEST POST: Taxpayers Surprised They Owe By Michael C. Radtke, Partner, CPA, CVA Chortek CPAS | Business Advisors “Why do I owe money on my tax return?” Were you surprised by your tax returns this year? You’re not alone. Many taxpayers who received refunds last year ended up owing this year, and depending on what you’ve […]
Plan for Extended Health Care Needs Now, While You’re Healthy
By Michael Smith,LUTCF, President of CPS Horizon During the last 2-3 years I have seen a significant increase in people learning more and taking action for long-term care planning. Pre-retirees and those already retired are beginning to realize that having a plan for care, if needed, is an important aspect of retirement living. Perhaps you […]
The 4 Everyday Habits You Need For Successful Financial Planning
You’ve probably seen articles across websites, newspapers and magazines with variations of a title that reads “The Most Successful People do ‘This’ to Stay Ahead.” The articles then proceed to identify key personality traits, work habits, etc. that benefit productivity and success. Why is this type of content so popular? Because a big part of […]
Did my portfolio beat the S&P 500?
One of the most common questions we receive from clients relates to the performance of investment accounts. It’s a fair question. You entrust us to manage your money and you need and deserve a reasonable return. It’s interesting that the nature of investor questions changes based on changes in market volatility and where we are […]
What your Grandkids can teach you about Financial Planning
One of the best things about having little ones around is they teach you all about the small joys in life. Picture the last time you were with your grandkids, or even think back to when your kids were just little tikes playing their favorite game, finally getting the toy they always dreamed of on […]
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