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Real World Strategy Notes
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Jon Neal’s Useful Financial Guardrails for College Families

It’s FOOTBALL SEASON (apparently). And, of course, colleges are getting back into the swing of things. For better or worse, often our college-aged children haven’t been “burned” enough by the real world (I mean, of course, as opposed to the weird social media world many of them inhabit) for them to understand how financial complacency […]

Milwaukee Tax Expert on Making Sure Your 2014 Taxes Are Done Right

Labor day comes at me like a rush, every year. There’s a corporate tax deadline on the 15th of September to keep me busy and focused … but the truth of the matter is that the beginning of fall means that my team and I start to get real focused now. Winter is coming. (Which […]

Jon Neal’s Strategy for Writing Off Almost Anything

Being a Milwaukee tax professional, I get all kinds of questions throughout the year when it comes to taxes. But whether at social gatherings, sporting events or even business networking functions, one of the most common ones I receive is: Can I write this off? Well, allow me, today, to set the record straight on all […]

Jon Neal’s Big Idea: Pay For College AND Build Wealth?

In light of events happening all over the place (but particularly in Ferguson, MO), I’ve been reminded of an eternal truth: The mind is like a parachute; it functions best when open. Pretty sure Abraham Lincoln said that. I’m kidding, of course — “source unknown”, but the truth is that while the social media activists, the […]