Category: Blog

Jeffrey Campbell’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 increase of 3% of those who will owe the IRS due to not adjusting withholding per […]

Continue Reading

Jeffrey Campbell’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 provide today. For those of my clients who are […]

Continue Reading

Jeffrey Campbell’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 Mayfield […]

Continue Reading

New (and Old) Tax Scams Taxpayers In Mayfield Heights 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, I thought I’d issue […]

Continue Reading

Mayfield Heights 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 […]

Continue Reading

Achieve Financial Independence in Mayfield Heights by Outsourcing

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 respondents felt that we could […]

Continue Reading

Jeffrey Campbell’s Four Tips On How To Think About Money

It’s been a great pleasure to reconnect with some Mayfield Heights 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 regulations for which the IRS has not yet issued […]

Continue Reading

Jeffrey Campbell’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 — that’s $1.1 TRILLION — and still, the government ran a $532.2 BILLION deficit those […]

Continue Reading

Delayed Gratification: Staying Focused to Get Ahead (Later) in Mayfield Heights

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. […]

Continue Reading

Focus Training For Folks In Mayfield Heights

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is […]

Continue Reading