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Tag: investing

What Are Estimated Taxes? How Do They Work? What Should You Do About Them?

A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big, but who-really-knew-how-big tax bill was looming before April 15. And that his CPA would give him some recommendations for paying estimated taxes in 2024. And that he should pay those estimated taxes so we’re not in this position again next year.

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Have You Fallen Prey to These Common Misunderstandings in Personal Finance?

You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances from smart people.

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Don’t hang out with billionaires. (Video)

The people we surround ourselves with have such a profound influence on how we live our lives, and how we feel as we do it.
If you’re hanging out with people with waaaay more money than you have, it’s gonna be hard to find contentment with what you do have, even if it’s objectively quite a lot!

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Disclaimer: This article is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC, and all rights are reserved. Read the full Disclaimer.