Blog: SEP IRA vs SIMPLE IRA (For Self Employed)
Are you self-employed or do you run a small business? Would you like to lower your taxes and start saving for retirement? This video teaches you two ways you can… Read More
Are you self-employed or do you run a small business? Would you like to lower your taxes and start saving for retirement? This video teaches you two ways you can… Read More
Many student loan borrowers spend years paying off their debt, but forgiveness programs can help cut that time down. The Public Service Loan Forgiveness (PSLF) program allows certain federal student… Read More
Should you contribute to a Roth IRA, Traditional IRA or a 401(k)? In this video, I’ll share everything you need to know about a Roth IRA, Traditional IRA & a… Read More
In this blog, we are going to discuss the ins and outs of Health Savings Accounts (HSA) vs Flexible Spending Accounts (FSA). Many people have access to both, and it… Read More
Are you inspired to donate to charity this year, but you’re not quite sure how much to give? There are so many causes that need our support. Hunger, food insecurity,… Read More
Are you self-employed and want to invest your savings while lowering your taxes? Maybe you’re a realtor, interior designer, or a TikTok influencer, and you want to finally create your… Read More
To significantly reduce your taxes now and in the future, you need to plan ahead. There are several strategies you can adopt to lower your tax bill. When I was… Read More
Finding a financial planner can be tough! Finding one you can trust who works in your best interest can be even more challenging. This video will cover three reasons you… Read More
If you have a child, you might get some money this year from the IRS. The American Rescue Plan Act that was signed into law on March 10, 2021 increases… Read More
Finding a trustworthy financial planner is like looking for a needle in a haystack. Only less than 10% of financial advisors in the country are required to act in your… Read More
Hiring a financial planner is a big step and you might want to consider hiring a fee-only financial planner. You’ll want to find someone you can trust and who will… Read More
Do you have a son or daughter? Do you want to set up a savings account for them? You can help your children get set up for the future by… Read More