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.

Jeffrey Campbell On What to Look For in an Executor of Estate

We work hard for our clients. Crafting elegant, tax-saving and easy-to-understand strategies to help you save on your taxes is a joy. And, of course, removing from our clients the annoying hassle of dealing closely with government paperwork, deadlines and personnel --...

A Mayfield Heights Parent’s Four Step Guide On Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type "President Hillary Clinton") ... we've had eight years of President Barack Obama, and however...

Tracking Your Key Business Metrics For Your Mayfield Heights Company

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Mayfield Heights business should be "keeping score" today. (See what I did there? ... um ... because in sports...

Are DIY Taxes Truly Free For Mayfield Heights TaxPayers?

If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...

Instilling Financial Literacy For Kids In Mayfield Heights

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...

Campbell’s 8 Essentials For Record Keeping

I get pretty excited about the spring. All around the country, the snow is gone, the trees don't seem so desolate ... and am I right that the angle of the sun is a bit less harsh? Or maybe it's just because tax season has finished and I'm getting more sleep? 🙂 Well,...

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...

Three Guidelines for Developing a Successful Referral Network For Your Mayfield Heights Business

I've noticed something over the years about particular business people.Scratch beneath the seemingly successful exterior, and there is something very ... small about them. They are always looking for that edge over other people, and are continually in "take" mode.And...

How To Buy Happiness In Mayfield Heights

Not a huge amount of "tax news" these days ... we're watching Congressional movement on tax reform, Obamacare, etc. but right now, it's all mostly just talk. But that's politics, I suppose. Which is a good argument for not diving too deeply into it. Now ... moving to...

What You MUST Know About Health Care Tax (2014)

As much of the nation and world has been enjoying this holiday season, my team and I have been preparing for a season of a different kind -- TAX season. And sure, we've certainly been pausing to meditate on the beauty of THIS season, but it just so happens to always...

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!