Rich Rhodes’ Very Last Minute Tax Moves for 2020

These weeks are disjointed, these holiday weeks. As of this writing, there are only three days left in 2020, and this week contains New Year’s Eve and New Year’s Day.So if you want to make ANY 2020 moves (outside of IRA things, which can be retroactively...

Rich Rhodes’ Annual Holiday Prayer

This will be a different kind of note today than I normally post.Because the first thing to note is that a bona fide holiday miracle seems to have occurred: Congress agreed on another relief bill.Given this cultural climate, this might rank up there with the...

Five Key Habits of the Wealthy Cleveland Clients We Serve

The clock is really ticking now on 2020.But before you celebrate, please — for the love of Pete — make SURE that you are getting whatever needs doing done NOW that might affect this year’s taxes. I’ve been banging this drum the last couple...

Paying Off Debt by Rich Rhodes

Last month, I talked about [ENGBLOG]some potential moves Cleveland taxpayers could make by the end of the year. I wanted to remind you of those possibilities before I get to what else I want to talk with you about… (paying off debt)Those were:Look ahead to 2021...

When Conventional Financial Advice Is Wrong by Rich Rhodes

Is there such a thing any more as “conventional wisdom”?It’s a fair question to consider as we retreat further and further into our ideological silos as a society — only reading “news” from the slant that makes us feel smartest...

Cultivating Gratitude for Thanksgiving 2020 in Cleveland

I think we all need this week.2020 has been *so hard*, for so many in Cleveland (and far beyond!). And it’s not over yet — from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of...