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Real World Strategy Notes
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Neal’s Simple, 4-Step Plan For Organizing Your Financial Records

The events in Charleston last week have left all of us — once again — searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family members of the victims might, perhaps, […]

Jon Neal On What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel — while not exactly a “joy”, does also provide us with great satisfaction because […]

Jon Neal Offers Practical Tips For Your Estate Plan

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind! Secondly, the summer is a perfect time […]

Jon Neal Discusses 11 Traits of the Financially Secure

Part of my early-Monday news scan this week brought me this story: One of the “highlights”: almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so. If you find yourself belonging to that category, I’m […]