A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...
A Guide to Tax Efficient Investing
Financial Planning
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Is Your Estate Plan by Default or Design?
Is Your Estate Plan by Default or Design?
When it comes to leaving your hard-earned wealth to the next...
Sudden Wealth – Dream Come True or Nightmare?
Sudden Wealth – Dream Come True or Nightmare?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
3 Biggest Risks Facing Your Investment Plan
3 Biggest Risks Facing Your Investment Plan
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
5 Tips to Avoid Common S Corporation Mistakes
5 Tips to Avoid Common S Corporation Mistakes
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.
529 Plans – Taxes, Estate Planning, and Funding College
529 Plans – Taxes, Estate Planning, and Funding College
Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here's why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.
I’m 73 and Don’t Need My RMDs…What Should I Do?
I’m 73 and Don’t Need My RMDs…What Should I Do?
6 ways to use required IRA and 401(k) distributions you don't need to save taxes and make an impact on loved ones and causes you care about.
Investing vs. Speculating and Why it Matters
Investing vs. Speculating and Why it Matters
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
How to Prepare for the Biden Income Tax Increases
How to Prepare for the Biden Income Tax Increases
The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
3 Steps to Enthusiastic Win-Win Money Decisions
3 Steps to Enthusiastic Win-Win Money Decisions
Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!
6 Keys to Successful Investing
6 Keys to Successful Investing
What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.
Should You Worry About Inflation?
Should You Worry About Inflation?
Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.
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.