10 Tips and Tricks for Small Business Succession Planning
As a small business owner, you know what it’s like to wear many hats. The buck stops by...
So You Received a Bonus in 2020. How Should You Spend It?
Ok, so before you pass go, I need to share my approach when it comes receiving/earning a...
10 Tips for Investors Getting a Late Start on Retirement Savings
Time...Could've, Should've, but didn't get more of it working for my investments. Now What? ...
Do Good and Save Taxes in Retirement: QCD, a not so well known tool to help with RMDs tax liability
Making a difference and saving money never felt this good For many retirees the term Required...
Roth Conversion, is it a good idea or not?
Before determining if a Roth Conversion has merit or not, It’s important to first try to understand a little about the Roth Conversion. A Roth conversion involves taking money from your traditional IRA and moving it to a Roth IRA. This can either be done to a partial...
529 College-Education Savings Plan: Comprehensive Overview Including 2020 Changes
The federal government made some changes in December 2017 to the tax plan which impacts the 529 College Plan and the 529a ABLE account. One interesting example is that now 529 funds may benefit youth in K-12. This plan change has gotten a lot of attention. (Notably,...
Emergency Fund Should be Priority for Someone Divorced
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Protected: 20 Money Moves to Make Before the End of 2016 Part 3
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