When you’re planning your retirement, you have look at all of your income streams during retirement and the living expenses you’ll be expecting. You should also be checking on the taxes you’re expected to pay, specifically taxes on your Social...
Congratulations on your decision to retire this year! I’m sure you have worked hard and deserve to enjoy this new chapter in your life. I’m so glad you asked this question, because whether you decide to travel, relax, or consult on...
When you retire, your life changes, and your tax situation changes as well. Here are tips to make retired life less taxing and more relaxing. Think before you commingle retirement accounts. Although rolling all your retirement accounts into one giant...
As you file your taxes, you’re probably thinking about ways to reduce your taxable income. Did you know that there are a lot of strategies you can use with your retirement funds, like your IRA and 401(k), to reduce your...
Contributions you make to your 401(k) plan can reduce your tax liability at the end of the year as well as your tax withholding each pay period. However, you do not actually take a tax deduction on your income tax...
The tax season is under way and if you have already filed your 2016 taxes ,congratulations! So wait, why should you still care about your 2017 taxes (the ones you will file in 2018)? Believe it or not, what you...
No matter the time of year, it’s always smart to look at your budget to make sure it’s helping you reach your goals. If you’re looking for a painless way to save money every month, a good place to start is reviewing...
Contributing to your retirement account is one of the best ways to reduce your taxable income and increase your tax refund. While some retirement accounts have year-end deadlines for contributions and required distributions, others give you extra time to make...
The idea of retirement, something decades away, can be scary. What if you make a mistake today that prevents you from retiring when you want to? What if the stock market tanks again? What if… the list goes on and...
Small business owners often manage their own human resources, which includes figuring out what to do about retirement savings plans. Faced with an array of complex, and sometimes expensive, savings plan choices, it’s tempting to not offer a program. But,...
When you’re planning your retirement, you have look at all of your income streams during retirement and the living expenses you’ll be expecting. You should also be checking on the taxes you’re expected to pay, specifically taxes on your Social... 
