The Very First Thing You Must Do

Sara F Gonzalez

Sara F Gonzalez here, your tax professional.

I won't pretend to know everything, but I'll do my best to provide you with facts from the "real world." Yes, there are many so-called "experts" (theorists, novelists, and multi-millionaire "gurus") who make it their profession to spew their opinions.

But, more often than not, they have no idea what it's like to deal with the issues that you and I are dealing with right now.

Not Just “Tax Tips”

I'm not going to claim to know everything, but I'll do my best to provide you with facts from the "real world." Yes, there are many so-called "experts" (theorists, novelists, and multi-millionaire "gurus") who make it their career to shout their opinions.

But, more often than not, they have no experience dealing with the issues that you and I are dealing with right now.

I also want to provide you the opportunity to contact my team and myself with any queries you may have. In terms of communication and connection, I've discovered that people generally want more (not less) from their tax professional over time. As a result, you'll be hearing from us more frequently.

Bottom line: beginning this week, we'll make a concerted effort to get in touch with you on a weekly basis, providing “Real World” Personal Strategy (not just theoretical advice) and assistance for generating money, staying sane in this world, and overall personal growth.

And it won't only be about tax advice (we'll take care of that for you anyhow). Sure, there will be tax items you need to be aware of—which we'll send you—but I think you'll find these comments interesting and valuable on a variety of levels.

Let's get this party started, shall we?

Sara F Gonzalez’s “Real World” Personal Strategy

Getting To Know You / True Wealth

We'll talk about both general concepts and particular techniques in the coming weeks...

But, for now, here's a decent place to start (with a question for you):

Sara F Gonzalez’s Thought:

Learning to be content in all circumstances is the foundation for generating real wealth, especially in this economy.

Why am I stating this? It's my job, after all, to assist folks in "riding out the storms" in their financial lives. And I've noticed a clear distinction between people who excel at it and others who, well, don't.

The wealthy are, after all, thrifty in comparison to their wealth. They put money aside and invest it. Day-to-day expenses account for less than 65 percent of their take-home salary. They put at least 10% of their earnings into retirement accounts and another 5% into taxable savings. They allocate another ten percent to unidentified large purchases. They even live frugally enough to give a generous 10% of their income to charity.

Remember how I said this was going to be "real world"? To be honest, I'm sure you're not even close to this, and you could even be feeling terrible right now. I don't want to do that to you, but here's what you can do right now.

Make it a personal aim to boost (or begin) moving your household money in the following directions: 1) financial savings 2) the possibility of retirement 3) short-term savings (for large purchases such as a car or furniture) and 4) giving. Choose ONE of these categories and move money to it this week, no matter how modest the amount. Then, once you've done so, let someone know. Not to gloat, but to imbue it with meaning.

You'll discover that even a small investment in one of these areas—even if it's only $5--will go a long way toward increasing your peace of mind.

And with that piece of mind, you'll be able to weather the impending storms with ease.

That, my friend, is the Real World.

Finally, I have a question.

How could my staff and I serve you better? Would you take a moment right now, to reply to this email with one of two things for me?

Either…

  1. A) Let us know what kind of service you’d like to see us provide for you and your family in the future, which we are not currently providing you.

Or

  1. B) Would you write me a quick note about how well we’ve already served you? Lots of people like you are looking for a good tax professional-and we’ve found that what people really want to know is what other people say about us, not what we say about ourselves. Your note would really help!

 

Thanks! To your success,

Sara F Gonzalez

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