Our tax expert reveals the mysterious relationship between your money and the tax system …and what it means for you! Dear Marilyn, I do my own books every year and have never had a problem. (Actually, I usually get money back as earned income credit!) But this year I made a significantly better profit…which was…
The Accounting Software That Might Take Over the World
My story of learning to make my money work for me…one week at a time. When I was a kid, we had an electric model train that used to belong to my Grandpa. It was one of those kids’ toys that would never pass the child-safety standards of today. So many small pieces. So many loose wires….
“Can I Write It Off?” – Giveback Promos
Wondering whether your percentage-of-sales donations are tax-deductible? Our resident tax expert explains it all. As you probably know, one of the hottest methods of business promotion these days is the giveback promo. You know, the Tom’s Shoes/Warby Parker/Burt’s Bees model where every item you buy gives something to someone in need. It can be a…
Did Starting a Business Ruin My Chances of Buying a House?
Our tax expert reveals the mysterious relationship between your money and the tax system …and what it means for you! Dear Marilyn, I recently heard that for small businesses/sole proprietorships, writing off too much on your taxes can result in not being able to secure a bank loan. Is this true? …and if so, WHY?…
The Financial Rockstar Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Kerry Sheppard — Financial Planning Rockstar Kerry is a business strategist for online entrepreneurs. Her particular passion is helping women build an online business that fuels their life. Guided by her firm belief that you don’t have to be a…
Stop Letting Your Money Boss You Around
My story of learning to make my money work for me…one week at a time. You never get over those “first day of school” jitters, do you? I sat down for my first Profit Planning session with butterflies in my stomach. And it wasn’t just because I felt out of my depth on this whole financial planning thing….
The Financial Rock Star Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Shane and Jocelyn Sams — Financial Planning Rockstars Shane and Jocelyn are the husband-wife dynamic duo behind Flipped Lifestyle, a coaching business that helps people recreate their lives (and lifestyles) through starting an online business. They sell digital products and membership…
Got a Tax Notice? Don’t Freak Out–It Might Not Be the Truth!
Our tax expert reveals the mysterious relationship between your money and the tax system …and what it means for you! Dear Marilyn, I keep getting phone calls from someone claiming to be the IRS saying that I owe the government money. They had quite an elaborate story and really had me going…thought I was headed…
Diary of a Profit Planner
Is financial planning right for you, right now? Find out by following my story. We are thrilled to have open spots in The Profit Path. Which means that if you want to get a plan in place to become a financial rock star (like the ones we’ve been featuring here), now is the time to…
The Financial Rock Star Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Trivinia Barber — Financial Planning Rockstar Trivinia is the founder and CEO of Priority VA, a virtual assistant placement firm that matches online business owners with highly skilled administrators. Handpicked by Trivinia, a virtual assistant herself with X…