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...
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...
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,...
If you’ve been a diligent retirement saver, you may have amassed an impressive nest egg in your 401(K). There are some cases where making an early withdrawal from your 401(K) makes sense and many cases where it could hamper the...
If you paid way too much in taxes this year, I have a simple solution for you – reduce your taxable income, and you will reduce your taxes. But before you tell your boss you are quitting to save taxes,...
Happy New Year! This is a time of resolutions for the new year – and taxes for the past year. As we head into January, it’s time to think about filing your tax return. Here are five tips to make this year’s...
Congratulations on graduating college! Have you thought about your retirement? When it comes to saving for your retirement, the earlier you get started, the better off you’ll be.
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... 
