For Individuals

COLLEGE FINANCIAL PLANNING

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

ELDER CARE FINANCIAL CARE

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

ESTATE PLANNING DONE RIGHT

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Liz Johnson’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in East Weymouth.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works...

8 Important Steps for East Weymouth Non-Profits Before Year-End

With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations.This year might be worse.Yes, I hate to be the one to say these things, but...

The Seven Primary Tasks For Any East Weymouth Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity to go about quietly building your East Weymouth business, your team, and your financial outcomes.Only you decide these things.If...

Keeping Your East Weymouth Business Focused During Distracting Times

Apparently there's some news happening around us in East Weymouth these days.I often use this space to share Norfolk County-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all...

Why a Pre-Mortem Analysis for Any New East Weymouth Business is a Necessity

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

Liz Johnson’s Perspective On Proposed New Tax Policies

Oh, you thought I would tell you who I thought would win the presidential election?Nope, I'm not going there.I'm a tax professional though, and I'm not immune to conversations about proper planning for either eventuality. In my opinion, however, the BEST advice about...

Big PPP Loan Forgiveness News For East Weymouth Businesses

You might have seen some rumors on this already, but I wanted to help make everything clear for you...A few weeks back I told you that there were some tax professional rumors circulating about “automatic PPP loan forgiveness” for loans under $150K. Remember that?Well,...

How To Approach Bigger Business Players In East Weymouth or Your Niche

Local East Weymouth business owner to local East Weymouth business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the world is...

5 Business Mistakes That Can Be Fatal by Liz Johnson

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

Identifying Your Target Prospect by Liz Johnson

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at EMJ Financial Services Inc we are operating according to the fact that the filing...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!