Tolbert’s Guide To Keeping Financial Records

The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it all. Whomever you voted for, whatever your political [...]

By Sherry Tolbert|2021-12-29T08:18:38+00:00May 26th, 2017|Blog|Comments Off on Tolbert’s Guide To Keeping Financial Records

Dreaming Big Must Come Before Financial Planning by Sherry Tolbert

You'd probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial resources ... but who [...]

By Sherry Tolbert|2022-03-21T14:46:16+00:00May 19th, 2017|Blog|Comments Off on Dreaming Big Must Come Before Financial Planning by Sherry Tolbert

How To Buy Happiness In San Antonio

Not a huge amount of "tax news" these days ... we're watching Congressional movement on tax reform, Obamacare, etc. but right now, it's all mostly just talk. But that's politics, I suppose. Which is a good argument for not diving too deeply into it. Now ... moving to things far more immediately relevant: I've written [...]

By Sherry Tolbert|2022-03-21T14:47:06+00:00May 12th, 2017|Blog|Comments Off on How To Buy Happiness In San Antonio

Sherry Tolbert’s Three Ways To Live Out Your Retirement Lifestyle In Advance

First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with San Antonio businesses and other individuals with year-round [...]

By Sherry Tolbert|2022-03-21T14:57:07+00:00May 5th, 2017|Blog|Comments Off on Sherry Tolbert’s Three Ways To Live Out Your Retirement Lifestyle In Advance
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