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Moving Ahead Financially by Making More Money and Keeping More of It Stewart M. Holmes, Ph.D. http://www.linkedin.com/in/stewartmholmes
To Get Ahead Financially, What’s More Important to You? 1. Making more money? 2. Keeping more of it? 3. Paying less tax?
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Making Money – 4 Ways ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Cashflow Quadrant
Accounting Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object]
Income and Expense Statement  of an Employee
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Keeping Track and Keeping More  Using Software*
Income and Expense Statement of a P, S, F, or I
Keeping Track and Keeping More  Using Software ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Balance Sheet ,[object Object],[object Object],[object Object]
Making More With, and Keeping More of, What You Have
The Big Picture: The Flow of Money
The Cashflow Quadrant
Tax Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tax Considerations for Employees ,[object Object],[object Object],[object Object],[object Object]
Tax Considerations for Employees – Your Options ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tax Considerations for  P, S, F, and I ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tax Considerations for  P, S, F, and I – Your Options ,[object Object],[object Object],[object Object],[object Object]
Taxes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object]
How-To-Do-It Business and  Tax Information ,[object Object],[object Object],[object Object],[object Object],[object Object]
Financial, Legal and  Insurance Information   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Other Sources of  Information and Help ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ZIPing Ahead to Success Consider how important your Right Mgmt., ZIP and other teammates are to your moving ahead at work and making more money. If keeping more money is important,  consider assembling a ZIP team of  financial, legal, insurance and tax professionals to help you move ahead  financially.

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Making More Money and Keeping More of It

  • 1. Moving Ahead Financially by Making More Money and Keeping More of It Stewart M. Holmes, Ph.D. http://www.linkedin.com/in/stewartmholmes
  • 2. To Get Ahead Financially, What’s More Important to You? 1. Making more money? 2. Keeping more of it? 3. Paying less tax?
  • 3.
  • 4.
  • 6.
  • 7. Income and Expense Statement of an Employee
  • 8.
  • 9. Income and Expense Statement of a P, S, F, or I
  • 10.
  • 11.
  • 12. Making More With, and Keeping More of, What You Have
  • 13. The Big Picture: The Flow of Money
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. ZIPing Ahead to Success Consider how important your Right Mgmt., ZIP and other teammates are to your moving ahead at work and making more money. If keeping more money is important, consider assembling a ZIP team of financial, legal, insurance and tax professionals to help you move ahead financially.