Tax Day Got You Down? 7 Strategies for Smarter Tax Planning
Discover proven tax reduction strategies that help you keep more of what you earn. Learn how to minimize your tax burden and avoid the post-Tax Day regret.
How Tariffs Impact Your Investments, Retirement, & Inflation
In recent months, the topic of tariffs has dominated economic headlines. With President Trump announcing plans for new trade policies, including potential tariffs ranging from 10-60% on various imports, many Americans are wondering how these tariffs might affect their financial future?
Post-Sale Wealth Management: Financial Planning for a Business Sale
Selling your business is potentially one of the largest financial & life transitions you will ever experience. This guide outlines the four essential steps to successfully transition from business owner to investor, ensuring your hard-earned capital continues to work effectively for you and your family in retirement
The HSA Tax Saving Strategy for High Income Earners
Health Savings Accounts (HSA's) have become increasingly popular in recent years as a way for high earners to save on taxes today, plan for inevitable healthcare expenses and potentially invest for the future.
What to do When Stock Markets are Tumbling 📉
With recent volatility in the stock market, it's not uncommon to feel uneasy about your investments. So what should you do?
3 Tax Mistakes to Avoid in Retirement
Preparing for retirement? Here are the 3 biggest tax mistakes we see for those who are approaching or entering retirement.
338(h)(10) Sale: 3 Things Business Owners Should Know
What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions...
5 Smart Tax Strategies for Doctors to Optimize Tax Savings
As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably...
The 3 Types of 401(k)’s: Traditional, Roth, & After-Tax 401(k)’s Explained
Learn about Traditional, Roth, and After-Tax 401(k) plans and how they can fit into your retirement savings strategy.
The Backdoor Roth IRA: A Strategy for Tax-Advantaged Growth
While it may not be the most common strategy people implement, the Backdoor Roth IRA has gained popularity as a strategic approach for high-income individuals to benefit from tax-free growth.
