productivity tips for the new year

PRODUCTIVITY TIPS FOR THE NEW YEAR

Gabriel Katzner - December 30, 2019 - Income Tax Planning

Are you feeling bogged down by clutter, deadlines, and incomplete tasks? As we approach the new year ahead, make it your goal to do a few simple things over the course of a day or two that will bring you increased productivity and peace of mind for 2020. Tidy your Tech Just like your home, […]

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Writing an estate plan without your spouse

CAN I MAKE AN ESTATE PLAN WITHOUT INVOLVING MY SPOUSE?

Gabriel Katzner - July 29, 2019 - Estate Planning

Family relationships have changed and evolved over the last few decades, and the old assumption that married couples will share finances, tax obligations, and a last name no longer apply in the 21st century. When it comes to keeping your finances, identity, and future plans separate, more options are available now than there ever have […]

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FINANCIAL SMARTS PEAK AT 50, HERE’S HOW TO PROTECT YOUR OLDER SELF

Gabriel Katzner - January 14, 2016 - Estate Planning

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50.  This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age. 4 Tips for Protecting Your Finances From Scams, Shams, and Schemes as You Age […]

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