Why NOT to Wait on Estate Planning
A death in the family is life changing and stressful as it is, and the last thing surviving family needs is further discord and confusion on how to administer an ... Read MoreRead More
Category: Taxes
Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so ... Read MoreRead More
New SECURE Act Signed into Law
On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020. This includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions previously passed ... Read MoreRead More
7 Golden Questions to Ask When Investing Your Money
There are seven questions that one must answer before beginning to have peace of mind with your investments. Making investment decisions isn’t easy, especially if you are just entering the ... Read MoreRead More
If You Made Less Than $63,000 Last Year, Read this Before You File
It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $2,000 tax credit per family. Of course, it ... Read MoreRead More
Why You Might Want to do a Roth Conversion in 2018
The new tax changes for 2018 have many people looking into Roth Contributions and Roth Conversions. The main reason being, with lower tax brackets for the next several years, there ... Read MoreRead More
How to Beat Taxes by Investing
It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s. Contributions to IRA’s can help you in ... Read MoreRead More
If You Make Less Than $61,500 Read This Before You File
It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $2,000 tax credit per family. Of course, it ... Read MoreRead More
Are Investment Fees Tax Deductible?
Everyone is looking for tax deductions this time of year, so I am going to help you out with a possible tax deduction that often get overlooked. When I get ... Read MoreRead More
Should you rollover your 401k?
After leaving a company, former employees can usually opt to keep their 401K or move the money over into a Rollover IRA. The benefits of rolling over old employer 401ks ... Read MoreRead More