If you are self-employed, and looking for one of the most generous retirement plans possible, you need to consider a SEP IRA. This type of plan is best for self-employed individuals or small business owners with no employees. At its...
Congratulations on your graduation! If you recently graduated, whether it’s from college or high school, there are some important decisions ahead of you. Many of these decisions don’t necessarily have right or wrong answers, so it’s OK if you’re not...
What could you do with over $3,000 in your pocket? A lot, right? Well, if your tax refund is anything like the average direct deposit tax refund last year, you could be expecting a little over $3,000 for your tax...
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. 401(k) plan contributions.
As a recent college grad moving into the full-time career space, you’re probably more than a little overwhelmed by some of the financial realities entering your life. The long journey to financial success comes with many milestones along the way...
Whether you are on your own for the first time or 45 still feeling 25, “adulting” is a never-ending process. Adulting encompasses all those tasks that come with being a responsible grown-up, even though you may still feel like a...
As we get more comfortable with our finances we’re looking for ways to improve our system and that includes our retirement plans. Here are five tips to help you estimate how much you need to save for retirement.
Not everyone has to pay taxes on their Social Security benefits. To see if your Social Security will be taxed, you have to look at your *combined income and your marital status. Find out more here.
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...
If you are self-employed, and looking for one of the most generous retirement plans possible, you need to consider a SEP IRA. This type of plan is best for self-employed individuals or small business owners with no employees. At its... 
