Blog Posts - Cash Flow Planning



7 Guidelines Every Small Business Owner Needs To Know

Are you a small business owner? Have you been considering starting a small business?  Are you looking for guidelines that can help you build a solid foundation for your business? Every business owner is faced with the same business questions at one...
by Cash Flow Planning for Life on Aug 12, 2016

Accounting Systems – Are You Planning for the Future?

Are you satisfied with the success of your business? Does your business get the attention to details that it needs? Do you feel confident that you are addressing all the changes in today’s complex business world? Whether you are an entrepreneur or...
by Cash Flow Planning for Life on Jul 31, 2015

Is Your Retirement Planning Built on “3 Key Plans”?

Have you put off planning for your retirement because you find it daunting and intimidating? Are you familiar with the “3 Key Plans” you need to have in place to build a solid retirement plan? Visualize yourself on a “three-legged stool...
by Cash Flow Planning for Life on Jun 27, 2014

Financial Planning – “2013 and Beyond Tax Planning”

Tax planning and investment planning are important to your financial future. Staying on top of your financial plan and meeting with your tax and investment advisor more than once a year are beneficial steps to take now to… …save you tax d...
by Cash Flow Planning for Life on Jan 23, 2014

Time to Compare the LT Capital Gains Tax Rate to Ordinary Income Tax Rate

Tax and investment planning has always been an important part of any individuals financial future, however as the two calculations below show it has become more important and costly to ignore or “I will do it next year”.   This is the fifth inst...
by Cash Flow Planning for Life on Dec 31, 2013

5: Expired 2012 Tax Changes That You Should Be Aware Of

This is the fifth installment of Tax Planning for Changing Times: 5 Things You Should Know which can also be downloaded as a free eBook. There are several other provisions or tax changes that were set to expire on December 31, 2012, that you should b...
by Cash Flow Planning for Life on Apr 3, 2013

#10: Real Estate & Divorce – Your Rights in the State of Florida

This is the tenth installment of “Divorce. What You Need to Think About from a Financial Perspective” which can be downloaded from our FREE eBook library. The Marital Home In Florida, “the marital home” is defined as the piece of real...
by Cash Flow Planning for Life on Oct 10, 2012

#9: Tax Preparation Timing During and After Divorce

This is the ninth installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. When preparing for tax filing during or after a divorce, the two dates I consider to...
by Cash Flow Planning for Life on Sep 20, 2012

#8: Divorce and Tax Preparation

This is the eighth installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. Many issues arise when it comes to going through the divorce process. One of the mo...
by Cash Flow Planning for Life on Aug 29, 2012

#6: Valuing Assets in a Divorce

This is the sixth installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. After the discovery phase, the hard work of valuing the assets will begin. One of the f...
by Cash Flow Planning for Life on Jul 19, 2012

#5: Marital Assets & Personal Property – Who Gets What

This is the fifth installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. One of the primary goals of the divorce process is the separation of your “legal agre...
by Cash Flow Planning for Life on Jun 20, 2012

#4. The Divorce Process

This is the fourth installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. Following the filing of the petition and response, the divorce process continues with...
by Cash Flow Planning for Life on May 30, 2012

#3. The Beginning of the End: Initiating A Divorce

This is the third installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. Filing the Petition The Petition for Dissolution of Marriage is the first document file...
by Cash Flow Planning for Life on May 16, 2012

#2. Gather Your Financial Documents

This is the second installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. You should have your financial documents in order prior to beginning the divorce proce...
by Cash Flow Planning for Life on May 2, 2012

#1. Hire a Good Attorney

This is the first installment of “Divorce. What You Need to Think About from a Financial Perspective”, which can be downloaded for FREE from makara-assoc.com. Even if you and your spouse feel that you are basically in agreement about the legaliti...
by Cash Flow Planning for Life on Apr 27, 2012

Tax Deductions and You – What You Need to Know

Over the past couple of months we have provided tips about tax deductions. Whether you are familiar with taxes and accounting or not, we hope you have learned more about what is deductible and what is not. In case you haven’t read this information,...
by Cash Flow Planning for Life on Feb 8, 2012


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