While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a...
Being able to give more to the causes you care about is a great financial motivator. Thankfully, this doesn’t just mean having to make more money. You can also use tax-advantaged vehicles to help make the most of what you’re able to give now. One of these vehicles is...
For many, making an impact is a major financial goal. There are causes they believe in, and they want to give as much as possible. But unfortunately, many of these same people are unaware of the tools they have at their disposal. One of these tools may be a qualified...
You have worked hard and invested and saved diligently for years. However, that does not change the fact that you are still worried about market losses and may need more time to recover. Without a doubt, one of the biggest fears in retirement is outliving your...
Health Savings Accounts (HSAs) are a powerful, tax-efficient way to save and pay for medical expenses. And in a country that’s known for high costs of healthcare, they’re an option worth exploring should your situation meet the requirements. Together in this article,...
Retirement income planning is the most important process in securing the longevity of your golden years. Without the proper amounts coming in, your ability to maintain a lifestyle, keep life work-optional, and leave a legacy behind is called into question. For these...
Today, I’d like to address an important subject … but first, I have a confession to make. Recently, I had a conversation that made me realize I had been subconsciously assuming that everyone “just knew” how to differentiate a financial advisor from a financial trader,...
Picking the right retirement vehicle can feel overwhelming. Especially as a business owner, with employees counting on you to help protect their financial futures. There’s an abundance of plans to choose from, and each has their own pros and cons. As a firm that...
Business owners have a variety of ways to save for their own retirement, and that of their employees. One option is to use a Simplified Employee Pension (SEP), where money is placed inside an Individual Retirement Account (IRA) for all plan participants. This is...
The 401(k) is one of the most well-known retirement vehicles out there. And as an employee, it’s a fantastic way to take advantage of compounding returns and create a life of financial freedom. But what about on the employer side of things? Unfortunately, that’s where...
