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Real World Strategy Notes
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Jon Neal Reveals 6 Common Tax Preparation Mistakes That Could Get You Audited

Spring has officially sprung and we’re working like busy bees on client tax returns these next few weeks before April 15th, and I would like to say: if you have not yet done so, we need to get your information to complete your return as soon as possible. This has been a very busy season […]

Once Again, Jon Neal’s 2015 Tax Time Document Chase List

Brackets, brackets, brackets. Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions fly around every year (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. You know what else is […]

Jon Neal Reveals Five Wealth Habits Only The Wealthy Do

We’re rolling through a very busy tax season here, and I wanted to pause a minute and make some observations that I think will be useful to you (and, I hope, to many others). Because it sometimes seems as if the wealthy simply appear into the world that way. Yes, some are born into money, […]

Jon Neal On Carving Away The Fear

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 that ALL of my contacts should […]