Individual

We can help with both personal financial issues and fiscal business solutions.

  • Budgeting /Financial management
  • Charitable planned giving
  • Divorce Financial Planning
  • IRS Representation
  • Life Insurance
  • Litigation Support
  • Long Term Care Insurance
  • Planning for College Tuition
  • Property Insurance
  • Real Estate
  • Retirement Strategy
  • Rhode Island taxation
  • Same Sex Financial Planning
  • Self-Employment/Estimated Taxes
  • Tax Planning and Preparation
  • Will and Estate

 
 

Our Articles for Individuals

Zen and Now
A Few Best Practices for 2016


Unintended Consequences
Medicaid and the Affordable Care Act


Don't Get Spooked


Withholding 101


Dumping on the IRS


Remembrance of Things Past


You are Not A-Loan
DEBT, Debt, debt, DONE!
(as in Beethoven's Fifth)


Spousal Protection Programs!


(More!) Peace, Love and Financial Planning
(and information on 3 relevant presentations)


Peace, Love and Financial Planning


Best of the Mensch
Financial Tips you may have Missed


How To Pay Uncle


Divorce Finance: What You Don’t Know Can Be Costly


Benefits With Friends
Some Good News In Paying For Health And Disability


Tax Client Checklist “What do I bring?”


Pre-Winter Mensch
Tax Organizing Edition
with Survey Says! Bonus


Making A Living As An Artist
(Starvation is NOT an Option)


Deaden the Debt


"But Officer..." The Hazards Of Late Filing


Breaking Up is Hard, Says Jew
How to Dissolve Your Marriage,
Not Your Financial Security


Back to School Edition
(Get Schooled By The Zen Mensch)


Stay In Your Groove
(Keeping Records Without Going Off Track )


Om Vey! Q And A with the Zen Mensch CPA
(Mindful Answers, What's Not To Like?)


Intelligent Divorce
A Practical Peace


Don't Be A Fool, Pay On Time!
Your I.O.U. Due In Two


Is Sex Therapy Tax Deductible?
The Medical Deductions Quiz


Fashion, Charity And Death
Your Tax Questions Answered


Leverage Your Child!


Estimated Taxes
The Least You Need To Know – Part I


Tax Tips for Divorcing Couples