I am a small town attorney who does/did 100s of tax returns. This article is excellent in every way. I tend to "put up with" lesser discipline from my clients, for personal reasons, but if I still needed to make my mortgage I would teach my clients the difference between (for example) a $ 700 return and a $950 return is completely in their hands: get it together! I may like you, but this is still a business and time I spend that I don't bill I take away from my family. ALSO, don't forget the K-1s from trusts and estates.
Do you have an opinion on Vanguard Balanced Index fund (VBIAX). It targets a 60/40 mix of stocks and bonds. It lagged the S&P, but suffers much less during down spikes. Three year average return of 14.65%
Comments:
I am a small town attorney who does/did 100s of tax returns. This article is excellent in every way. I tend to "put up with" lesser discipline from my clients, for personal reasons, but if I still needed to make my mortgage I would teach my clients the difference between (for example) a $ 700 return and a $950 return is completely in their hands: get it together! I may like you, but this is still a business and time I spend that I don't bill I take away from my family. ALSO, don't forget the K-1s from trusts and estates.
Post: 22 Tax Season Tips
Link to comment from February 23, 2022
Do you have an opinion on Vanguard Balanced Index fund (VBIAX). It targets a 60/40 mix of stocks and bonds. It lagged the S&P, but suffers much less during down spikes. Three year average return of 14.65%
Post: Taking Shelter
Link to comment from December 20, 2021
What about the Vanguard Balanced Index Fund?
Post: Mix and Match
Link to comment from December 4, 2021