Sorting Out Your Retirement Plan
Here is everything you need to know about how to sort out your retirement plan.
You Need to Review Your 401(k)
If your 401(k) has been on autopilot for months, take time now to give your retirement account its annual checkup—while you still have time before the end of the year to make some strategic moves.
Uh-oh, Your Identity Just Got Stolen?
What to do in case your identity gets stolen? Here are all the answers you need.
Paying Taxes Wisely: Smart Moves For Withdrawals
Here are two ways to possibly reduce taxes in retirement while extending the life of your nest egg by being smart about which accounts you tap first.
Retirement Planning Is Cash Flow Planning
Start your retirement planning, which is in fact cash flow planning.
2019 Planning – Do It Now!
Now is the time to sit down with your significant other and map out your financial plan for the year.
2018 Last-Minute Year-End Business Deductions
Your year-end tax planning doesn’t have to be hard. I have outlined below five strategies that will increase your tax deductions or reduce your taxable income so that Uncle Sam gets less of your 2018 cash. Prepaying your 2019 expenses right now reduces your taxes this year, without question. While it’s true you kicked the…
Examine Your Vehicles for Profitable Year-End Business Tax Deductions
It’s time to examine your existing cars, SUVs, trucks, and vans for some profitable year-end business tax deductions. Your first step is to identify your gain or loss on sale. Once you have the gain or loss, know these basic rules: Gains attributable to depreciation produce ordinary income. Gains in excess of original basis produce…
5 Year-End Tax-Deduction Strategies In Case of Marriage or Divorce
Here are five year-end tax-deduction strategies that apply if you are getting married or divorced, have children who did or could work in your business, and/or have situations where you give money to relatives and friends. 1. Put Your Children on Your Payroll Did your children under age 18 help you in your business this…
It’s already December?
As hard as it is to believe that December is here and 2018 is nearly over, it’s the truth. For a lot of families, the news on the new tax laws bodes well, but the “experts” on television have made such a fuss that getting the truth out of the buzz words can be extremely…