Karen Spencer’s 2017 Tax Planning Guide

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...

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Hurricanes, Tax Deadlines in Chino and Data Breaches

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm...

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Preparing a Disaster Plan In Chino

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...

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Summer Chaos, Total Eclipse and Spencer’s Key Reminders

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we've been experiencing as a nation. Social media remains an...

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Building a Better Personal Network In Chino

We work a great deal with asset sheets and financial numbers for our Chino clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Chino families and people we serve. But what is...

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A Basic Mid-Year Tax Planning Method for Chino Taxpayers

Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...

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Smart Planning for Financial Independence in Chino

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Chino wrote me saying that they were feeling pretty...

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Four Keys to Achieving Financial Freedom by Karen Spencer

I truly hope you enjoyed your Independence Day festivities. Perhaps you're still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn't sign it until August 2nd? While Karen...

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