by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Apr 15, 2013 | Featured
Newly married couples have many pressing items on their to-do lists, but one task that often falls by the wayside is purchasing life insurance. Although you may not think about it as often as you do, say, car insurance, life insurance plays such an integral role in a...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 25, 2013 | Featured
Imagine a world in which no one has paper currency. No one has a bank account because there are no banks needed to back them up. Yet goods and services can still be purchased — online or in person, and without pesky transaction fees. In this world, everyone has...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 19, 2013 | Featured
Your tax return is more than a tally of what you owe Uncle Sam. Its a roadmap to financial planning, giving insight into investment, retirement and estate planning needs.Tax season gives us a snapshot of our total financial picture, said Miguel Palma, CPA/PFS, with...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 10, 2013 | Featured
Federal lawmakers are turning over every financial rock in the economy, looking for new ways to pay off the national deficit. But what if their efforts make economic conditions even worse?Thats the concern of small business advocates, whose representatives on Capitol...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 25, 2013 | Featured
If you are serious about your financial future you should know the answers to these four questions:1) What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Feb 11, 2013 | Featured
Two recent lawsuits have shed light on tax-preparation franchises, raising red flags from unwitting taxpayers looking for fast, affordable service just in time for tax season. The fight between H&R Block and Intuit, parent company of TurboTax software, has spilled...