For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

John Smith’s Seven Negative Results And Six Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and Tax Preparers all over the nation are cranking and grooving along, finding all kinds of savings on behalf of clients ... as well as chomping at the bit to help them on THIS year's taxes. The buzz around the tax...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how MARKETINGCITY small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

3+ Reasons Why MARKETINGCITY Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our MARKETINGCITY office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that...

John Smith on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

How To Get Out of Credit Card Debt Fast in MARKETINGCITY: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some MARKETINGCITY clients that I've walked with...

John Smith’s Next Steps After Settling With The IRS

Let's talk about what happens AFTER we are able to strike a deal on your behalf with the IRS. Because after all, that really is the goal here isn't it? So ... the IRS agreed that you could not pay all of your taxes back, and that a settlement was in everyone's best...

The Joys Of Providing Professional Tax Services To MARKETINGCITY

Well, our primary work for this tax season in MARKETINGCITY has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in MARKETINGCITY, we make it a point to do a bit more than simply "fill out forms" on your...

Instilling Financial Literacy For Kids In MARKETINGCITY

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Smart Planning for Financial Independence in MARKETINGCITY

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in MARKETINGCITY wrote me saying that they were feeling...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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