Estate Planning and Taxes: What You Need to Know

As 2021 wraps up, it’s a good time to start looking at your estate planning. No matter how much your income is or how many assets you own, it’s important to take the time to do estate planning. Estate planning is the process of deciding who will receive your assets...
Tax Moves to Make Before 2021 Ends

Tax Moves to Make Before 2021 Ends

As we get closer to 2022, it is important to consider how the financial decisions you make now will affect your taxes in April. If you’re saving for retirement, itemizing deductions, or have investments outside of retirement, you need to pay attention. If you don’t...
10 Things to Do Before You Leave Your Job

10 Things to Do Before You Leave Your Job

Once you have provided notice that you are leaving your current job and have secured your resignation, there are a few things left to do to ensure a smooth departure. Even if you have lost your job, it is still important to end your employment in a professional...
Overlooked Tax Deductions in Retirement

Overlooked Tax Deductions in Retirement

While you spent your entire life planning for retirement, there is still more financial planning to take care of. Just because you are no longer working, does not mean that you do not owe taxes still. To keep more of the money, you saved your entire life for, take...
What to Do Now to Minimize Taxes Next Year

What to Do Now to Minimize Taxes Next Year

While tax season feels like it just ended, it is never too early to start prepping for the next one. Planning is the key to tax success. The earlier you begin planning, the more you can save. Since your tax liability is based on your taxable income and not your gross...
What Are My Retirement Options as a Small Business Owner?

What Are My Retirement Options as a Small Business Owner?

Typically, a person receives retirement options for 401(k)s and IRAs through their employer. If you own your own small business, you do not receive that same option without a few changes. People who are self employed are fully responsible for their own retirement...