Even though we don’t currently prepare tax returns for clients at my financial planning firm, tax is a topic that comes up a lot. Many of our clients own businesses, and most of them share…
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Good investing includes minimizing taxes wherever possible. If you’ve followed me or the blog for long you’ve probably picked up on the fact that I’m a big fan of the Roth IRA for this exact…
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The concept of acquiring rental properties as a means to build passive income has become exceptionally popular recently. In fact, it’s difficult to peruse the internet for content on personal finance without bumping into videos/podcasts/blogs/courses…
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What’s the most common piece of retirement advice you’ve ever heard? I bet it has something to do with tax advantaged retirement savings. Most people are inundated with voices telling them to start saving early…
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In my financial planning practice I work with a good number of business owners who want to make aggressive contributions to their tax deferred retirement accounts. This helps put them on strong footing for retirement,…
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Every now and then, lawmakers in Washington make noise about changing various sections of the tax advantaged retirement accounts I’m so fond of recommending to my clients. Now that we’re living substantially longer, and a…
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As you’re probably aware, we’re working with some new tax laws as of January 1st, 2018. The tax change that will have the most impact for many business owners out there – particularly owners of…
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With tax season now in the rear view mirror, many of us are licking our wounds after a shellacking from Uncle Sam. I heard from a lot of people this year that they owed far…
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Cash flow is one of the first topics I like to cover when working with new financial planning clients. Cash flow is so fundamental to the rest of your household finances that it’s really helpful…
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Often when I bring up the idea of retirement “gap years” in meetings, my clients’ minds wander toward a family member who’s decided to take a year off between high school and college. Then they…
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