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Jon Neal Takes On Confronting The Lies

If there’s anything we can all agree on during this internet and information-saturated age it’s that people LOVE to point out others’ failings. Truly, there are entire businesses/websites devoted to the practice … and I’m pretty sure they pull in a healthy profit. But one thing is also true: we aren’t very good at applying […]

Jon Neal’s Top 5 Ways to Confront Worries

First, I’d like to put out a little mini-fire that’s been raging on the interwebs a little: No — Federal tax refunds are NOT being delayed until October 15, 2015. Sometimes, satire is so close to what’s *actually* happened that it takes on a level of “truthiness” that gives it legs. That’s what happened here. […]

Estate Planning’s Best Outcome, According to Jon Neal

I wrote last week on estate planning, and well … the response was such that I’m returning to the topic today. This time, for some “bigger picture” words on the subject. But before I get there, IMPORTANT TAX NOTE: Personal returns that were extended back in “tax season” are due WEDNESDAY, October 15th. That means […]

Will, Trust, Or Nothing: Jon Neal Helps You Weigh Your Options

I’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with caring for the elderly, esp. as it relates to their finances and estate. One […]