Tags » Financial Planning

Smart Charitable Giving

Written by Frank Moore, MS, CFP of Vintage Financial Services  November 24, 2014

The holidays are upon us and that’s the time of year many people make the bulk of their charitable contributions. 250 more words

Financial Planning

Reduce your income taxes as medical practitioner or business owner, deadline is this week for 2014

Procrastination was my son’s excuse for not pushing himself to finish college on time. And I said, the real reason is the lack of goals or ambition to reach your ultimate goal. 67 more words


Income Tax Bracket Calculator for MS Excel

Download XSLX (MS Excel 2010+)

Although internet applications already provide your estimated income tax for a given income, filing status and tax year, they can be cumbersome when you are considering multiple “What-If” scenarios, including: 329 more words

MS Excel

Creating Your Best Money Year Ever - Part 1

Creating Your Best Money Year Ever – Part One

One of the primary reasons many people do not achieve financial success is they have never stopped to define what it is that a “successful” financial picture looks like for them. 401 more words

Goals And Dreams

Chinese guarantees and the illusion of safety

A “guarantee” is only as good as the guarantor. If you buy a car with a ten year parts and labor guarantee, you make the assumption that the company will be around for that long and able to make good on its promise. 202 more words

Financial Planning

Happy Thanksgiving!

Say Thank You for a happy and healthy future

 Thanksgiving is a big event in the US and families get together to celebrate it with a holiday on the fourth Thursday of November. 573 more words

Financial Planning

Financial Plan Owners Manual

Does your financial plan come with operating instructions?  If not why not?

My father bought me a K&E slide rule when I was at university.  (I still use it when the power goes off.  193 more words

Don Shaughnessy