I wrote this piece a couple months ago to my business clients and colleagues, whom I keep in touch with outside of these "Personal Strategy Notes", and I felt that as we turn the corner into March (and we're staving off the lions, hoping for lambs), it was something...

As I'm sure you've heard me say before, it's a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying...

The tax world was roiling late last week over some fraud detected from within TurboTax. Here is the story: http://onforb.es/1DNkQot Essentially, the makers of the software detected a level of fraud occurring in state tax return submissions that made them decide to...

We're knee-deep in tax forms and legal documentation this week (with a nice little dash of healthcare forms thrown in, new for this year). Our families miss us (though apparently, according to the commercial last night, all will be forgiven if I purchase my child a...

For us here at Britz Financial Group ... well, things are heating up. Tax documents are trickling out (organizations have until Monday, Feb. 2 to send everything your way), electronic filing of returns became possible last week (we've already filed more than a few!)...

Now is around the time when things begin to really crank for us around here. It's the week which the IRS is opening up actual e-filing (as of Tuesday, the 20th), and many people have received all of their paperwork necessary for completing their returns. But there's...

What happened last week in Paris was a horror show for those of us living in an ostensibly free society. Outrage, shock, argument -- all of these things have been roiling through the last week, as we've watched. I'm sure you felt similar. And, well, life has a...

I'm writing this on Monday morning, the 22nd, and many of our clients and friends are getting ready for a week of family and merriment, with a dash of stress thrown in. Perhaps especially this year, it's clear that while the holidays are a time of joy for many, they...

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. And sure, we've certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always...