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You Have Some Savings, Now What?
I talk to a lot of people who have done a good job saving, but know that their money can be doing more for them. So if you have some
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Diversifying Your Human and Financial Capital
When we think about personal finance, we tend to focus on our financial capital – assets we own like a house, savings accounts, or retirement plans. And we focus less
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What To Do With Your Tax Refund
There is no shortage of articles suggesting what you should do with your tax refund. This is a reminder to proceed with caution when anyone gives you advice about what
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How to Save on Taxes Even After the New Year
Tax planning is a process we go through with clients to minimize taxes over the course of your lifetime. We usually look for ways to reduce taxable income in any given
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SECURE Act 2.0
Congress passed a new spending bill just before the end of the year which included a number of changes that impact retirement savings. This has been dubbed the “SECURE Act 2.0”
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The Mouse Moral – Why Comprehensive Planning is Important
I was recently reading this book with my son. It’s a story about seven blind mice who go off one at a time to investigate a strange new object near
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How to Know if You’re Having the Right Amount of Tax Withheld
Have you ever received a big refund or had a big amount due when it came time to file your taxes? Chances are, you could have changed your withholdings during
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Self-Employed Retirement Savings Options
One of the most difficult aspects of being self-employed is not being able to rely on employer provided benefits. This means that with no 401(k) or 403(b) plan at your
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How The Gift Tax Works
When you give gifts to anyone other than a spouse, gift tax rules may apply. But this rarely results in needing to pay any taxes. Here’s what is required by
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How Traditional Financial Planning Has Failed Young Families
Financial planning has historically been almost inaccessible to young families. And this primarily comes down to the way financial planners have charged for their services. How it has worked in
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