Taxes
5 Costly Estate Planning Mistakes We See All the Time
Creating your estate plan may be important, but you need to avoid common pitfalls and mistakes while you are at it. Otherwise, you will spend time creating a plan [...]
Read more 5 Costly Estate Planning Mistakes We See All the Time
A Comprehensive Guide to Trusts
Trusts aren’t just for rich kids (although we highly recommend a trust with a ton of guardrails for the beloved spendthrift in your life.) A trust is [...]
Read more A Comprehensive Guide to Trusts
A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen [...]
Read more A Primer on Company Stock Options
The New Child Tax Credit Explained
In today’s world, investors and saviers don’t have luxury of missing out on any opportunity they have to minimize taxes and enjoy the benefits of our [...]
Read more The New Child Tax Credit Explained
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
Read more IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
8 Reasons To Put Your House In A Trust
Responsible homeownership has many layers. In addition to the freedom of paint colors and installed shelving, there is also a new stack of legal and maintenance [...]
Read more 8 Reasons To Put Your House In A Trust
Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The [...]
Read more Another Round of Retirement Savings Reforms this Year?
I.R.S Gives Every Taxpayer a Break in 2021
I.R.S Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed the [...]
Read more I.R.S Gives Every Taxpayer a Break in 2021
Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
Read more Everything You Ever Wanted to Know About Form 1099
Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time, [...]
Read more Should I Exercise My Vested Stock Options This Year?
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
