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By Jane Barratt | Thursday, April 16, 2015

3 Ways to Make Tax Time Easier Next Year

Tax time doesn't have to be ghastly

Doing your taxes can be stressful, complicated, and time consuming—as most of us have just been reminded.

Alas, tax time isn’t going anywhere.

So here are three tips for making tax season a little less painful next year.

By Jane Barratt | Tuesday, February 10, 2015

How to Lower Your Taxes — in 3 Steps

How to lower your taxes

My goal as an investment advisor is to get people out of the day-to-day, money in-money out cycle, and start them thinking of themselves as investors.

The first step is to reduce your taxes so you’ll have more money to invest, or add to the investments you have. The sooner that happens, the sooner benefits like tax advantages can start to pay off for you.

I’m going to show you how to lower your taxes — with these three steps.

By Jane Barratt | Wednesday, February 4, 2015

Want to Make Money During Tax Season? Pay Yourself First

Pay Yourself First during tax season

It’s tax time. TV and radio commercials may be making you feel lousy about the prospect of doing your taxes and the fact that you’ve already abandoned your New Year’s resolution to get your financial house in order.

So here’s a different way to think about that annual headache that is your tax return—a way that will change your approach, increase your resolve, and potentially make you money that you may currently be leaving on the table:

Pay yourself first.

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