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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If you asked me to choose my FAVORITE type of account to invest in, it would definitely be the Roth IRA. Roth IRAs allow you to save money tax free for the rest of your…
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Believe it or not, we’re already in “back to school” season. And to continue our recent series of posts on paying for college, today’s covers a question I’m sure will resonate with many readers: Should…
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If you’re a parent, I’m guessing that at some point you’ve freaked out thought about the cost of your child’s future college tuition. College costs are rising about 7% per year here in the U.S.,…
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Several weeks ago I was in a meeting with a small business owner at my office. She’d come by to talk about her plans to transition away from her business, as she is in her…
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Taxes are frustrating to nearly every small business owner I speak with. Most people agree that we should all pay our fair share. But after working countless thousands of hours to build a viable business, it’s…
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