Duane Bishoff’s 4 Secret Financial Tips To Start Using Today

Meeting with clients for mid-year planning sessions the past few weeks has been wonderful. No — really! And yes, I know, I should get out more. The reason we enjoy doing this (especially this time of year), is seeing that look on our clients’ faces when we identify tweaks and quick moves which can bring a significant ROI on their … Read More

mraccineDuane Bishoff’s 4 Secret Financial Tips To Start Using Today

Duane Bishoff’s Eight Reasons For Having an Estate Plan

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation’s founding. (Speaking of blessings — did you see that video over the weekend of the surfer … Read More

mraccineDuane Bishoff’s Eight Reasons For Having an Estate Plan

Halftime Tax Adjustments for Tampa Taxpayers

I have an action item for you in a moment, but before I get there, allow me to explain… You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I’m not just referring to learning more technical moves, or adding more letters after my name. Instead, I want to learn … Read More

mraccineHalftime Tax Adjustments for Tampa Taxpayers

Duane Bishoff on NOT Automating Your Personal Finances

As we just celebrated our Independence Day, I think it’s worth considering *financial* independence. But we should pause first in gratitude to Will Smith and Jeff Goldblum who, along with our armed forces, back in 1996 successfully repelled an alien invasion that was bent on wiping our very existence off of this earth. Or perhaps, in the real world, we … Read More

mraccineDuane Bishoff on NOT Automating Your Personal Finances

Duane Bishoff’s 5 Quick Tips for Teaching Kids About Money

We’ve seen many parents in our offices these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially prepared. (We certainly wouldn’t want our children and their eventual families to end in … Read More

mraccineDuane Bishoff’s 5 Quick Tips for Teaching Kids About Money

Bishoff’s Simple, 4-Step Plan For Organizing Your Financial Records

The events in Charleston last week have left all of us — once again — searching for answers to what feels like a festering wound simmering under the surface of our culture. But the grace notes we have seen coming from the hearts and mouths of survivors and family members of the victims might, perhaps, show all of us a … Read More

mraccineBishoff’s Simple, 4-Step Plan For Organizing Your Financial Records

Duane Bishoff 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 — while not exactly a “joy”, does also provide us with great satisfaction because we know that we get … Read More

mraccineDuane Bishoff On What to Look For in an Executor of Estate

Duane Bishoff Offers Practical Tips For Your Estate Plan

First off (and this doesn’t necessarily affect all of our clients), just a quick reminder thatthe second quarter estimated taxes are due on June 15th. This is the quarter that always sneaks up on everyone, as it’s only two months after April 15th — so don’t get behind! Secondly, the summer is a perfect time to assess your financial picture … Read More

mraccineDuane Bishoff Offers Practical Tips For Your Estate Plan

Duane Bishoff Discusses 11 Traits of the Financially Secure

Part of my early-Monday news scan this week brought me this story: http://cbsn.ws/1Q0chAV. One of the “highlights”: almost half of all US households could not come up with $400 to cover an emergency expense. They would need to sell something or borrow cash to do so. If you find yourself belonging to that category, I’m going to help you today, … Read More

mraccineDuane Bishoff Discusses 11 Traits of the Financially Secure

Before You Say “I Do”: Duane Bishoff’s Marriage and Money Checklist

Memorial Day weekend often feels a little … jarring, at times. Burgers, pools, picnics — set against the solemn backdrop of remembrance for the sacrifice of so many thousands who have laid down their lives so we can have those freedoms. However, when you talk to veterans (as I get the chance to do in the course of our tax … Read More

mraccineBefore You Say “I Do”: Duane Bishoff’s Marriage and Money Checklist