Financial Planning Issues We here at Cilibrasi & Associates feel that an informed client is our best customer. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. That is why we have selected the following article(s) for you to view. Tax Planning Ideas for Individuals - 2007 Stay Happy Together Longer For retiring couples, lifestyle planning is as crucial as financial planning. Suzie Orman The queen of personal finance discusses her life, career, and her critics. Allowable Expense Changes The impact on Installment Agreements and Offers in Compromise Cautious and Careful How to Work with the IRS. Tax Planning Lessons learned from the famous: Helmsley, Buffet and Clinton

Retirement Plan Checkup Your retirement plan savings (that is, qualified plans and IRAs) are important to your financial well-being for several reasons. Right now, they are one of the last places you can accumulate income without currently paying tax.   Once Again, It's Time for Year-end Tax Planning There is still plenty of time to lower your 2007 tax bill, add to your tax-advantaged retirement accounts, and do a little planning for next year. Here are a few ideas to get you started.   Tax Aspects of Refinancing Your Home Mortgage Given all the turmoil in the residential lending market of late, it may be worth-while or even necessary to refinance your mortgage.