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In a volatile stock market, why do you need to know about I-Bonds?
The stock market has been going crazy. Most people don't want to look at their IRA or 401K. Common sense; wait it out and don't look....
Practical Intelligence
May 13, 20222 min read
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No One is Immune
I know what you’re thinking, this is going to be another discussion on wearing a mask during Covid-19. Wrong. When I say no one is...
Practical Intelligence
Aug 9, 20203 min read
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Being Aware of these 5 Coronavirus Frauds can Save You from a World of Hurt
I state the obvious when I say, there’s a lot of stuff happening right now. The least of which is the economic shutdown and pandemic...
Practical Intelligence
Jun 28, 20203 min read
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Merry Christmas and Taxes
A Merry Christmas to all and a Happy New Year. Christmas is today, and Tax day is only 113 days away. Now is the time to get everything...
Practical Intelligence
Dec 25, 20192 min read
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Measure Everything.
Last week I spoke to a friend, who just opened a retail franchise. As we spoke about his success and challenges in running his own...
Practical Intelligence
Oct 16, 20194 min read
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Are you the Phish? Tales from the Fraud Trenches.
Are you the Phish? How not to get hooked.
Practical Intelligence
Oct 2, 20194 min read
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Are you a Section 199A, and How to Find Out if You’re Eligible? Or, How to Pay Less Taxes.
Tax laws have changed. The Tax Cuts and Jobs Act (TCJA) of 2018 changed many things. No longer can individuals take certain deductions....
Practical Intelligence
Sep 24, 20192 min read
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The Magical Rule of 72, and why you should know it.
What is the Rule of 72? It sounds kind of exotic, like it’s some secret business code. Here’s what the rule of 72 is in a nutshell....
Practical Intelligence
Sep 16, 20192 min read
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What should I invest in?
Do you have money burning a hole in your pocket? A few weekends ago, I was at a summer party. A friend came up and asked what I thought...
Practical Intelligence
Sep 9, 20193 min read
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Do you know when your next estimated tax payments are due?
This week is a quick post related to estimated tax payments because of the Labor Day holiday. If you’re self-employed or a small business...
Practical Intelligence
Sep 4, 20191 min read
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What’s wrong with your Christmas Tree?
Here’s a scenario. You go out on a sales call to sell your product or service. The potential client greets you and listens to your spiel....
Practical Intelligence
Aug 25, 20194 min read
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Are you swimming upstream?
Are you swimming upstream in your business? There’s a guy I found who may have some ideas that could help. Some of you may know that I’ve...
Practical Intelligence
Aug 18, 20192 min read
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The Best Financial Advice I ever received was?
This week you get a twofer in one post. The first is on the best financial advice I ever got, and the second is a follow on to my capital...
Practical Intelligence
Aug 11, 20194 min read
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Why Businesses Fail and How to Stop it
In another life, I run the day-to-day operations of an accounting business. We’re the rare case where we’ve been in business successfully...
Practical Intelligence
Aug 3, 20194 min read
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Rinse and Repeat
A few years ago, I was tasked with building a program for clients which they could use to track certain things. To start with, I need to...
Practical Intelligence
Jul 26, 20193 min read
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Can a Cat Video can Kill your Business?
I spoke this week to a group in San Diego on Business Imposter Fraud. What is Business Imposter Fraud you may ask? It’s an insidious way...
Practical Intelligence
Jul 19, 20193 min read
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You’ve sold your home. Now the IRS wants your money.
Calculating taxes on real estate sold. A number of people I know have been selling their homes lately and there are many questions...
Practical Intelligence
Jul 12, 20192 min read
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Can skipping a cup of coffee make you rich?
I was standing in line at the local Circle K this week feeding my Diet Coke addiction. In front of me stood a woman buying a carton of...
Practical Intelligence
Jul 3, 20193 min read
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Why you need Microsoft’s Power BI today!
Most of us are visual people. We tend to understand something when we can see it. I'm not a programmer or even that computer savvy, but...
Practical Intelligence
Jun 29, 20193 min read
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Cash is King - Cash Flow Basics
Did you know that according to Money magazine, growth and cash flow issues kill 25% of all small businesses? How is this possible? How...
Practical Intelligence
Jun 23, 20193 min read
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