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.

Taxes & Timeshare Points: A Guide for Paducah Timeshare Owners

Labor day rushes up on me every year. There's a corporate tax deadline on the 15th of September to keep me busy and focused (not to mention estimated taxes for June 3 through August 31 are also due on the 15th) ... but the truth of the matter is that the beginning of...

The Behavior Profile of Our Paducah Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Ways Paducah Car Owners Can *Actually* Save on Car Insurance

Whether it's an annoying duck with a one-word vocabulary, or a refined gecko, or a personified mayhem, you've undoubtedly been bombarded by commercials from company after company trying to get you to switch auto insurance carriers.Have you shopped around for this...

Five Key Tax Filing Penalties Paducah Taxpayers Must Know

We're slowly unburying after the May 17th federal tax deadline (though for those in Texas, Oklahoma and Louisiana -- we're still going!).This tax season has been ... long.And I promise that I’ll soon take up non tax-related content. Goodness knows, I need a palate...

The New Stimulus Update and Tax Issues for Paducah Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Paducah clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how you...

Being Financially Independent: Planning for the Future Starts Now

I'm going to stick with last week's theme on being financially independent because I got some nice feedback. Before I get there, a quick word about the IRS for our friends in Paducah...Per Kiplinger, as of June 25, the IRS had a backlog of 16.7 million 2019 and...

Buying vs Renting in Paducah: A Few Considerations

The longest day of the year (Sunday the 20th) is next week, the official start of summer. We're taking our cues from the season and steadily working through extensions and year-round planning moves.AND we're also finding ourselves helping some Paducah people who...

Taxes for Teens: What Paducah Parents Need to Teach Their First-Time Filers

Last week I talked about smart ways to launch your financial life for young people.And you know what is kind of hilarious? I forgot to talk about TAXES for Paducah teens.Yes, yes I did.So, I'm fixing that today.Before I do: one more reminder that October 15th is the...

Dean Owen’s Introductory Thoughts About The Proposed Infrastructure Bill

Over the weekend, we were "treated" to heartbreaking images.No matter how any Paducah person feels about our involvement as a nation in Afghanistan, the human toll of that involvement -- and now our seemingly hurried departure -- can affect the hardest of hearts, if...

Big Earned Income Tax Credit Changes for all Paducah Filers in 2021

I have to apologize to all of my Paducah clients for the sheer volume of tax-centric writing I've been doing the last few weeks and months. Normally, I like to write on other topics (in addition to the tax-related stuff) ... but I cannot emphasize enough how massively...

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!

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