Posts from Sam Rouman
Financial Planning Strategies that Can Help at Tax Time and Beyond
Every year at tax time, perhaps even more so this year, each of us is presented with an opportunity to assess our financial plans as we go through the process of completing our taxes. Did you discover anything surprising? How about your withholding? Did you come up short and have to write a check? Or […]
Saving is Sexy Again: Seeing Your Savings Account in a Different Light in 2019
I’ll save later when I make more money, have less expenses, etc. Savings is so yesterday. The excuses abound. Let’s consider saving in a somewhat different light.
Was I Really Listening? A Debt Discussion
I was having a conversation recently with new clients, let’s call them John and Sally. John shared that he was preparing to receive a lump sum of money from the pending purchase of his employer by another company and the stock he owned was being purchased. (It does not really matter if John was selling […]