Tax considerations affect virtually all areas of a financial plan, including retirement, education, investment planning, insurance planning, and estate planning. Learn some tax planning tools to [...]
Understanding the breakdown of your pay stub will help you better understand your tax withholding and optimize your savings. So here is a breakdown of the major items in your paystub, from your [...]
As we approach the year-end and get ready for the holidays, let’s consider doing some tax planning for 2020 and beyond. This year, we break our discussion of year-end tax planning into two parts. [...]
End of summer is a great time to review your paycheck against the taxes you may owe the IRS for the year. One very useful tool on the IRS site is their Withholding Estimator. If you are a W-2 [...]
Looking for inspiration to kickstart 2021? Check out the top 10 list of what our readers liked the most in 2020. Our most-read posts dealt with tax-efficient strategies, Coronavirus uncertainty, [...]
This post shows you how important having the right withdrawal strategy can be, and uses an example to illustrate how to find opportunities for efficient withdrawals.
We encourage business owners to check out the SBA COVID-19 relief page. In response to the Coronavirus (COVID-19) pandemic, small business owners in all U.S. states, Washington D.C., and [...]
The CARES Act is an economic relief plan for individuals and businesses of unprecedented size, totaling about $2 trillion. As a comparison, the 2019 US GDP was about 21 Trillion. The Act is very [...]
Tax considerations affect virtually all areas of a comprehensive financial plan. Optimal choices in retirement planning, education planning, investment planning, risk management, insurance [...]