Recently, a new client visited our office. He had a good problem to have; he had saved too much money! With most of his money in a traditional IRA account, he was worried about the taxes. He came to us wanting to know how to lower taxes in retirement. Fortunately, there are many ways to lighten taxes in…
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If you’re is looking for a way to be smarter with your money, you might want to think outside the box. Sure, you should invest heavily for retirement and buy the right insurance products to protect your assets, but you probably already know that. There is another unique strategy to consider. It’s a combination you may…
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This guide has everything you need to know about Disability Insurance. So if you want to protect your income, save money, and avoid getting scammed by that pesky insurance salesperson, you’re in the right place. Keep reading… Before I define disability insurance, let me set the scene for you: Joe Danger, CPA earns $100,000 a year…
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If you pay attention to financial pundits and money blogs, you have probably heard at least a handful of “experts” praise dividend investing. Let’s define dividend investing. Simply put, “dividend investing” is investing in companies that make regular cash payments to their investors. Some dividend investors roll this cash back into their investment. This allows…
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Why would you want to do a credit freeze? Well, unless you’ve been living under a rock, you are probably aware that Equifax dropped the ball in terms of leaking consumer data last year. In fact, many experts now say that the Equifax data breach that took place on July 29th, 2017 may have impacted…
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Are you looking for ways to save more money? If not, you absolutely should be. And we are here to help. The Goal of This Article No matter how much money you make, limiting financial waste and living frugally will always leave you better off. The goal of this article is to educate, motivate, and…
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Does opening a 529 College Savings Account for your new grandchild make sense? Probably not. Because of the way 529 College Savings Accounts are set up and the way the money grows tax-free, it may be more advantageous to make a financial gift to your grandchild instead. Should that gift be added to a 529…
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When it comes to the way you invest your hard-earned cash, you have a big choice to make. You can: A.) earn the most money possible via a solid investing strategy, or B.) enjoy and consistently rehash a neat little fairy tale about a mighty investing wizard doing magical and fanciful things with your money. Unfortunately,…
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