Guarding Against Your Own Private Downgrade

"All mankind is divided into three classes: those that are immovable, those that are movable, and those that move." -Benjamin Franklin What a messy weekend. Heartbreaking news from Afghanistan, the S&P downgrade — and now all of the resultant (and gruesomely predictable) political posturing. Oh, and as I write this, it’s no surprise that the stock market is "reacting" a … Read More

Pam BritzGuarding Against Your Own Private Downgrade

Putting Your Money Where Your Heart Is

"Where your treasure is, there your heart will be also." – Luke 12:34 I’m in a bit of a contemplative mood as I write, this morning. After a restful weekend with friends and family … being out and about, listening to the radio and watching some TV, I’m struck by this question — why is it that so many people … Read More

Pam BritzPutting Your Money Where Your Heart Is

Could There Be a Mistake? We Can Fix It.

"If you don’t like the road you’re walking, start paving another one." – Dolly Parton As I write this on Monday morning, we’re all pretty distracted by the news of the capture and death of Osama bin Laden. It’s a bipartisan moment of gratification — even if it does mean celebrating the death of another human being. In this case, … Read More

Pam BritzCould There Be a Mistake? We Can Fix It.

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. – Orison Swett Marden Last week, I posted my Note about automating your investment savings. After posting it, I did some more thinking about the whole notion of automating our lives, and … Read More

Pam BritzRefunds & UN-Automating Your Life

Thoughts During Our Final Week

The ability to concentrate and to use your time well is everything if you want to succeed in business–or almost anywhere else for that matter. – Lee Iacocca I’m writing this on Monday morning, the 11th, and our offices are buzzing! Next Monday will be no different — it’s the federal deadline, after all, and we always get panicked phone … Read More

Pam BritzThoughts During Our Final Week

Kindergartners With A Credit Card?

"Good, better, best. Never rest until good be better and better best." – Mother Goose Google tells me that Mother Goose didn’t *actually* exist — but she sure was smart, eh? We’re heading into spring … and just a couple weeks remain here in "tax season" (what we tax professionals call it). I do hope that, by now, you’ve taken … Read More

Pam BritzKindergartners With A Credit Card?

Posting This Again

“I’d rather regret the things I’ve done than regret the things I haven’t done.” – Lucille Ball Well, last week I departed from my normal area of expertise, and wrote a real-world guide on preparing your family and home for a true disaster. Got lots of feedback — thank you! But, I thought I should re-enter the fray of my … Read More

Pam BritzPosting This Again

The Japan Disaster And You

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. – Miguel De Cervantes It’s deja vu all over again, with another massive earthquake coming during tax time this year. Last year, it was Haiti … this year, of course, it’s Japan. The fallout (if you’ll forgive that term, … Read More

Pam BritzThe Japan Disaster And You

Are You Working Without A Net?

"Then give to the world the best you have, and the best will come back to you." – Madeline Bridges Before I get to what I wrote this week, I wanted you to know that there are a few important "announcements", following my Note, which affect your tax situation for 2010 (i.e. the taxes we’re helping you prepare NOW), or … Read More

Pam BritzAre You Working Without A Net?

A Friendly Tip (Not About Taxes)

"It is well to give when asked, but it is better to give unasked." – Kahlil Gibran Last Monday, there was a certain holiday to attend to, and it’s pretty easy to let things sort of slide on by after that point. But here’s my advice for you: Don’t stop there. Yes, yes — the old canard: EVERY day is … Read More

Pam BritzA Friendly Tip (Not About Taxes)