2024 Year End Tax Planning Checklist
As we approach the end of 2024, here are a few simple tax saving tips...
2024 Year End Tax Planning Checklist
Ryan Colis
Corporate Transparency Act: New Reporting Requirements for Businesses
Corporate Transparency Act: New Reporting Requirements for Businesses
Do you own all or part of an LLC, Corporation, or other business...
4 Ways You Can STILL Save Taxes for 2023
4 Ways You Can STILL Save Taxes for 2023
Worried you missed your chance to reduce your income taxes for 2023?...
2023 Year End Tax Planning Checklist
2023 Year End Tax Planning Checklist
As we approach the end of 2023, here are a few simple tax saving tips...
2024 Retirement Plan Contribution Limits
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution...
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
Will Social Security Disappear?
Will Social Security Disappear?
Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?
My Portfolio & the S&P 500
My Portfolio & the S&P 500
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
2022 Year-End Financial Planning Checklist
2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
What’s in the Inflation Reduction Act of 2022?
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on...
A Guide to Tax Efficient Investing
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
Buy-Sell Agreements in Business Succession Planning
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here's what to know about Buy-Sell Agreements.
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.