Blog
Three Key Money-Management Tips For College Students In San Diego
So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future.And school.School is back in session in San Diego -- which for some parents is something to celebrate, and others something to mourn. Or a little...
Implement Darryl A. Hale, EA, MBA, MST’s Tax Planning Strategy To Pay Less On Taxes This Year
It's true -- there are certain people for whom this note doesn't apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much.However, since YOU have chosen to invest yourself in our services (or at one point...
Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For San Diego Families And Individuals
I can't believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by -- and those of...
A Family Budget Plan By Darryl A. Hale, EA, MBA, MST
Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to...
Darryl A. Hale, EA, MBA, MST’s Two Financial Exercises To Strengthen Your Family Finances
All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an...
Darryl A. Hale, EA, MBA, MST’s Five Key Long-Term Financial Goals
It's helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that's what I'm here to...
Darryl A. Hale, EA, MBA, MST’s Guide For Choosing An Executor Of Your Estate Plan
We love what we do. I'm not sure if it's always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our San...
New (and Old) Tax Scams Taxpayers In San Diego Need To Know About
You'd think that this would be about golf, since here we are smack in the middle of summer. But I'm here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I'll return to that subject soon. But today,...
San Diego Families Should Not Neglect Estate Planning
How is your summer rolling along for you? I'd love it if you sent us an update on what you have been doing ... even if it's just a personal update. (You can send us an email through the link at the top of the page.) We take great joy in knowing that our work is being...
If you pay close attention to the news media (which I don't advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of...
Top Hat Tax’s Four Tips On How To Think About Money
It's been a great pleasure to reconnect with some San Diego clients this past week, as we have had the opportunity to conspire together about building their financial fortress, with the "new" tax law in mind. There are still plenty of provisions within these new tax...
Top Hat Tax’s Tax Savings Strategies Stop Loaning The Government Your Money
The government doesn't need a loan from you... that's what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 --...