Paying Too Much In Property Tax?

In the last few years, most property taxes have risen in step with the increase in home values. But it never hurts to find out if your taxes are higher than they should be. Getting them reduced is a chore that’s worth the effort.

  • First, look for errors that may be inflating the value of your house. Check the list of factors used to come up with your assessment on the property record card, which is kept at your assessor’s office. Look for obvious errors, such as the incorrect square footage or the wrong number of bathrooms.
  • Because many appraisals are done on a drive-by basis, the assessor may have overlooked defects that could lower your tax bill, such as a wet basement or cracked walls. If you can show that the assessment was based on erroneous information, you may be able to get your tax bill reduced without going through the appeals process.
  • Check out similar properties. Talk to your neighbors or property owners to see whether their tax bills went up as much as yours did. The homes you check should be of similar size as age as your own. Sandra Block of Kiplinger’s Personal Finance recommends getting several examples. If your assessment is considerably larger than theirs, you have a good shot at winning an appeal.
  • Some localities base assessments on the cost of a home replacement plus the value of the land. An amount for depreciation is subtracted. Others use recent sales of comparable homes in the neighborhood. You might be able to challenge the assessment by doing your own research. You can use Zillow.com and Trulia.com to find sales of comparable properties. A real estate agent could provide recent sales prices for comparables.
  • Check to see if the assessor credited you with all the property tax relief available to you, including credits for senior citizens and veterans.

 

Valentine Chuckle

[Old Link Removed]

February 2017 Newsletter

Well, it’s been a while since we’ve been able to get a newsletter to you. We’ve just been so busy making some changes around here. Small ones like database boring stuff. The the BIG ones like developing a new platform for the 2017 version that has LOTS of upgrades and enhancements. See the last page of the newsletter for some of them. All enhancements listed here.

I hope you enjoy this newsletter. We’d love to hear what you think!

Here’s the link to the whole enchilada – Feb 2017 Newsletter[Old Link Removed]

Notes About Nothing

Welcome to 2017.  It is  February already! Where does the time go?  Have you reached 1/12 of your goals for the year?  Not sure I have either.

Setting AND hitting goals is not easy for most people.  Anyway this article isn’t about goal setting.  It’s really about “nothing”.

I’m a huge Seinfeld show fan.  When the day has been long and full of trouble, popping in a Seinfeld DVD still makes me laugh to lighten the mood before bedtime.  The show is famous for making fun of itself as a “show about nothing”.

 

 

Yet it pulled in millions and millions in advertising and royalties.  Enough to make Jerry Seinfeld and Larry David quite wealthy.   Pretty good for a show about “nothing”.

Meanwhile “Elaine” has now become a billionaire to exceed even Jerry in wealth. How?  Her real name is Julia Louis-Dreyfus and she inherited her wealth from her father, one of the founders of Dreyfus Funds who passed away last year.  I bet she is ribbing Jerry to no end about how she is now worth more money than him.

What does this all have to do with Torrid Tech you ask?  Well, “nothing” really.  But if I had to tie all of this together, it would be that the “sum of the parts can add up to a great deal more than the whole”.

The Seinfeld team faced huge obstacles.  They were not hugely successful in the beginning, but their chemistry and camaraderie continued to grow with each show.  They worked hard.  They were rewarded by the network with 9 seasons until Jerry decided he didn’t want to keep going.

This is similar to running a business or running your advisory practice. You’ve got to take many people, get them to work together, and hopefully over time build the team into a well oiled machine.  It’s a challenge that every business owner faces unless you  are just a one man band.

Here at Torrid Tech we started as a one man band in 1993 and have grown over time.  But we are still small – not some huge outfit.  In fact some of our client advisors probably bring in more revenue than our company.  But we persist.

The new 2017 edition is headed out the door onto our website and ultimately your computer.  FINALLY after over 4 years of hard work we are releasing the new codebase for Windows.  It has been a huge task.  But now the code is positioned and ready for a number of enhancements and integrations that we have wanted to tackle but couldn’t due to the rewrite effort.

After 24 years in business, I’d say we are in Season 6 of Seinfeld… hitting our stride and poised to really make an impact in the coming seasons.  Hopefully this show about “nothing” will actually be a show about “something” and give you and your clients the planning juice you need to continue to be successful this year and beyond.

Tim Turner

 

2017 – Lots of Enhancements!

When the 2017 version is fully live you will see a significant number of enhancements – maybe not initially because we still want you to “see green” and “get the red out”. But there are lots of things you’ve asked for and now they’re here! Many of these enhancements are things you have brought to our attention, requested, hoped and prayed for – we aim to please, so here’s hoping your request made the initial list.

Here’s a list of (most of) the 2017 Updates:

For ALL Editions:

  • Basic 2017 branding changes.
  • Files can now be opened and edited on both MAC and PC computers.
  • Updated Help file with new 2017 tax tables and Social Security changes.
  • Updated Social Security algorithm and related data points to 2017 data for bend points, national average earnings, maximum creditable earnings, average wage index series, and cost of living adjustment.  Now using 20 year average of 2.13% for the COLA in the built-in estimate.  If you do not use the built-in estimate, make sure you consider using the 2.13% COLA under Settings – Social Security.
  • Major improvement in the printed report using professional design, alternate shading, and color.
  • Added clear note “After Taxes in Today’s Dollars” for the Retirement Income Goal.
  • Maximizing main window now has resizable buttons.
  • Maximizing main window now increases font size of the Spreadsheet for better readability.
  • Added “Simple” Spreadsheet that only has most important color columns. Use Ctrl-R to switch to it.
  • The executable file has been renamed from Planner.exe to RetirementView.exe so you can find it more easily in the list of Processes if you need to.
  • Added a built-in Print Preview screen for the printed reports.
  • Added a built-in PDF printing and saving option for the printed reports.
  • Changed old Most Recently Used file menu items to Open Recent menu.
  • You can now run the plan out to age 117 – the age of the oldest person in the world.  Good luck and good health!
  • If couples plan and one spouse still working, we now deduct Social Security Tax at 6.2% (Subject to the Max Earnings test) and Medicare Tax at 1.45% (thanks Peter Plant).
  • Updated EBRI.org retirement factoids that pop up if you click returns in unregistered demo mode.
  • Re-added the Backups routine that backs up data file changes in case you need to recover lost data.
  • Removed built-in AppUpdate since it failed on most computers. Now just point to online download pages.
  •  Fixed bug where spouse was already retired but the spouse tab was not disabling job income and other “Not Applicable” fields (thanks Nick Seltun).
  • Fixed bug where clicking on spouse Job Income field or Retirement Age field would call SetAlreadyRetired which would by mistake set the primary client Job Income to zero (thanks Nick Seltun).
  • Fixed bug in print out on Investments page where the blended return BEFORE retirement did not make any sense if it was a Couples plan and one spouse was already retired. The program would average a 0% return for the retired spouse since they had no “before” retirement period. We now just print “N/A” since that return does not make any sense when the retirement has already started (thanks Nick Seltun).
  • Fixes long time bug for “Invalid Type Mismatch” on the secondary grid controls on Investments, Cash Infusions, and Special Expenses.
  • Fixes long time bug where program could not print in color if your default printer was set to “black and white” printing only (i.e. you could not switch to color and get the reports to print in color).

For the PROFESSIONAL EDITION:

  • Advisors with a CFP can now print the Registered Trademark symbol with their name.

For the PERSONAL/COUPLES Editions:

  • Added ability to use files to create multiple scenarios as needed (File New, Open, Save, Save As, Close).  Note that it is still locked to the one name and/or spouse name.

Full list of all current updates and enhancements will be located on our help desk.

If you are just learning about our software, you can find us at www.torrid-tech.com. Also check out our video tutorials and our YouTube channel.

If you have any questions about our software give us a call at 888.333.5095 or email us at support@torrid-tech.com.

Avoid This Virus!

About 10 million Android phones throughout the world have the HummingBad blues, a malicious app that collects our personal information and clicks on ads. Then, and this is the spooky part, it proceeds to sell your information to the guy with the most money. Or Bitcoin.

To find out if you have the evil HummingBad, download a malware scanner like Zone Alarm, Lookout, AVG or Avast.  According to CNet, the only way to remove it is factory reset. Oh, the pain.

Here is what to do:

Back up files. Write down your favorite apps. Then reset. There are several steps to doing a factory reset. Google the information and you’ll find clear instructions.

Now for the rest of your life, don’t download apps from untrusted stores.  Try to download apps from the Google Play store, which has guaranteed vetting process.

I Can Retire Early?

For the average middle class family, early retirement may seem like a laughable dream.
But with a few adjustments to the middle class mindset, you might can actually make it a reality.

Can this actually work? That all depends on so many factors that differ from person to person. Any of these tips will help for sure! If you want to see if any of these tips would impact your personal situation, RetirementView can help you define what will make the most impact. It’s super easy to use – no need to be a financial professional.

Click the link to the right or at the bottom of this page to give the free trial a spin. It’s not time limited and it costs nothing – so what’s the risk?

The only difference in the demo and the full version is that the rates of return are locked in the demo. But if you try it out you can change all the other factors and instantly build your own retirement picture…. watch out for the RED which means you ran out of money.

If you need any help, please give us a call at 888.333.5095.

Silver Anniversary

By Tim Turner

No, I’m not talking about Torrid Tech.  I’m referring to my marriage.  My lovely wife and I celebrated 25 years together in August.  If you are blessed enough to be married this long, you definitely will learn a few lessons that help smooth the ride.  These lessons are not just for marriage but for any relationship that you care about.

Be Forgiving – It’s not easy to do, but being forgiving and not keeping a running list of past wrongs will go a long way to drawing you closer together.  Being able to admit you are wrong on something is an important part of this lesson.

Be Intentional – Your spouse doesn’t always want you to “just wing it” especially when it comes to the relationship.  We have little traditions that show each other we care.  My wife always likes a good card for Valentine’s Day, her Birthday, and our Anniversary to name a few, but I go the extra mile and write my own poem in these cards. Yes, one that I make up myself!  It doesn’t take long but it speaks volumes in intentionally telling her how much I love her in my own words.

Be AvailableIf you aren’t around much because you work and travel all of the time, then it makes it difficult to grow your relationship.  Not impossible, but difficult.  Luckily I have not had to travel too much with my work.  But besides being in town, being available when you are in town is what I’m talking about.  My wife and I have often met for “dates” just for breakfast.  Yes, breakfast out.  It’s not as crowded and it’s less expensive than dinner. Or do lunch.  Every date doesn’t have to be a fancy dinner at an expensive restaurant.  There’s nothing better than meeting over a meal that no one has to cook or clean up for.  We also go on walks together as often as we can, usually every day after dinner.  This gives us time to talk and catch up on what happened in our day while doing something else important – exercising.

Be AdventurousFor our honeymoon 25 years ago I took my wife to France. This was BEFORE the internet.  I had to write letters to hotels to reserve a room and find out the exact prices.  It took a fair amount of planning and work.  But the adventure we had when we went on that trip made it all worthwhile.

25 years later – this summer – we went back to France and had just as much adventure as the first time.  We were able to visit many wineries in the Bordeaux region, as well as castles in the Loire valley.  We were able to go to Giverny to see Monet’s house and gardens, and end up in Paris for several days of site seeing including Versailles, Musee d’Orsay, Les Tuilleries, The Eiffel Tower (of course), and the Louvre.  One fun adventure we had was going to a cooking class where we shopped for the ingredients and then learned how to cook a number of dishes including mussels, coq aux vin, and poached peaches with vanilla ice cream.

Be OpenBy this I mean communicate”.  Don’t keep everything bottled up inside.  As men we typically want to keep our feelings inside and that makes it hard on your spouse.  Being open also means being open to “feedback” on what you can do better and what is going great without getting all bent out of shape about it.

I could write many other lessons I have learned in 25 years of marriage but there just isn’t enough paper in this newsletter!  I’m far from a perfect husband, but my best trait is that I keep on trying to do better. I guess you’d call that focused persistence. Some of these same lessons also apply to your relationship with your clients and customers.  Can you see some similarities?  I hope so, but keep the trips to France with just you and your spouse…

From a Real Client: A LETTER FROM Julliette?

I got an email the other day.  If you have any interest in the RetirementView software I thought you might want to read it.

Here it is….

Hi Tim,

I was just telling another person today about your software, strongly encouraging it (again).

During lunch, he was telling me that he’s thinking that the consulting assignment we’re on now may be his last.  I asked how he was sure he can afford to stop working yet.  He said he knows his budget and his savings and what he can expect from investment returns and SS. I don’t doubt that, but to me it seems so much more complicated than that.  Has he factored in inflation?  How can one estimate what one will lose to tax payments when one begins to liquidate assets from IRAs vs ROTH IRAs vs taxable investment accounts? That makes too huge a difference to not factor that?  I can’t imagine even THINKING about deciding when one can end one’s career without either using a sophisticated software package like yours or hiring a financial planner to do an analysis (who might end up using your software to do it, or a package that’s similar!).  When a question is as critically important to answer correctly as this one–whether one has enough savings to last the rest of one’s life and cover any likely contingencies– it seems that one would be foolish to not invest the money to double check their relatively rough estimates.

I’ve told so many of my friends about your software, and it amazes me that I don’t think anyone has acted on the recommendation (though one does plan to as soon as she has some time she can anticipate dedicating to it).

As for me, in response to losing my job 5 years ago, I made the decision to change my profession in order to be more marketable long-term.  It took three years to research and decide what I want to do next, then study to learn the new career, and then network and jobhunt like crazy.  The painful result was that I decreased my savings by $170K during those three unemployed years (it’s very expensive to live near Boston!, and some of that was paying taxes on some partial IRA to Roth conversions I decided to do while I was earning practically nothing and thus at a low tax rate).

That set my financial plan WAY back. The good news is that although it took a long time and was VERY challenging, I eventually managed to get a very good job in my new profession (Business Analysis consulting).  In the almost 2 years since then I’ve saved as much as I possibly could to start getting back on track for what I hoped would be an early retirement from my technical profession. My ardent desire is to be able to focus on my passions for art and loving (primarily) and sailing and being outdoors and exploring. It feels so discouraging that between having withdrawn so much of my savings to live while unemployed and my portfolio having lost so much value in the recession (and not fully recovered), there’s been such a major setback. And the outlook for ROI seems so very low that after inflation takes its toll, it’s not appearing that I can realistically hope for my savings to double in 7 years as rates of return used to enable.  But oh well. One must adapt and deal with the what is.

I really love knowing that I’ll be able to reassess where I stand with regards to a reasonable retirement year estimate with the aid of your software in which I have a good deal of confidence (even though I don’t have much confidence in the crap shoot of my choice of variables to enter into your software!, since those variables could go any which way, as we’ve seen).

Thanks again for a super product!,

Julliette

—- we’ve left her full name off so not to violate her privacy.  But thought you’d see some real insights into HOW and WHY people use our software.

Thanks and Happy Planning!

 

Do-It-Yourself Retirement Planning

Our Founder – Tim Turner – was interviewed recently by Neil Howe on Business Innovators Radio.

Listen to some of the tips he shares, Roth and Annuity discussions and some lessons learned regarding building a solid financial future.

Age is no excuse – too young or too old.

Take a moment and listen!

It only lasts 30 minutes. You can come and go at your leisure!

For more information about Tim Turner and Torrid Technologies, you can contact www.torrid-tech.com or call 888-333-5095

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