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Once Again, Alan Newcomb’s 2015 Tax Time Document Chase List

Brackets, brackets, brackets. Depending on when you read this, you may have already filled yours out (or it may already be busted!). Billions fly around every year (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. You know what else is […]

Alan Newcomb Reveals Five Wealth Habits Only The Wealthy Do

We’re rolling through a very busy tax season here, and I wanted to pause a minute and make some observations that I think will be useful to you (and, I hope, to many others). Because it sometimes seems as if the wealthy simply appear into the world that way. Yes, some are born into money, […]

Alan Newcomb On Carving Away The Fear

I wrote this piece a couple months ago to my business clients and colleagues, whom I keep in touch with outside of these “Personal Strategy Notes”, and I felt that as we turn the corner into March (and we’re staving off the lions, hoping for lambs), it was something that ALL of my contacts should […]

Newcomb’s Top 11 Overlooked Tax Deductions for 2014

As I’m sure you’ve heard me say before, it’s a good idea to check the accuracy of those tax statements you receive in the mail. Well, on Friday the 20th (Friday afternoon being the perfect time for dumping this junk into the media), those of us who were paying attention found out that almost 1 […]