by Leif Jensen | Jan 25, 2022 | Money Management |
At various times clients call up asking for a bit of advice, they have recently gotten a bonus or an inheritance or some other windfall and want ideas on what to do with it. Some want to pay off mortgages, others to save it, but most want to piss it away on wine,...
by Leif Jensen | Jan 24, 2022 | Investing |
Do you feel a certain amount of dread for not owning cryptocurrencies or being part of the latest stock sparking conversations on Reddit, but don’t feel the need to jump in? If so don’t worry. According to Scott Newhouse, a financial planner stated“It may feel like a...
by Leif Jensen | Jan 18, 2022 | Taxes |
There is always a question of those who own multiple properties, and they want to sell one. That one is surprisingly always their principal residence until I give them the requirements for exclusion. But there are ways to determine which is really their principal...
by Leif Jensen | Jan 12, 2022 | Running a Business |
Thinking of starting that side business? I always think it is a great idea to start a side business and have multiple income streams and not being solely reliant on your employer for all income. But you will need to keep some information in mind when you do start...
by Leif Jensen | Jan 11, 2022 | Taxes |
There are times that you need someone to work with the IRS on your behalf and they Service has made it rather easy for that to occur. A Form 2848 has to be filled out and submitted to the service. This form should be faxed to the IRS and not mailed. Mailing takes...
