Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
If you own a traditional IRA or other pre-tax retirement account,...
Qualified Charitable Distributions: Save Taxes & Use Your IRA for Charity!
Financial Planning
Why You Want a Retirement Plan in Writing
Why You Want a Retirement Plan in Writing
Many people save and invest vaguely for the future. They know they...
Section 199A Business Tax Deductions
Section 199A Business Tax Deductions
Many households, businesses, and other organizations are arranging...
Safely Climbing & Descending the Wealth Mountain
Safely Climbing & Descending the Wealth Mountain
Living in the Pacific Northwest, you’ve almost certainly done a bit of...
What To Do When Your Stocks Go Down
What To Do When Your Stocks Go Down
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
It's one of the most frequent discussions we have with new dental...
Your Diversified Portfolio vs. the S&P 500
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns.