Well, that is great! But did you know that most people who have a considerable cash savings is getting 0.02% on average? If you have a...

Do you have Incentive Stock Options and wondering if you'll face an AMT hit upon exercising? If so, there is handy, free tool you can use...

401(k) After-Tax Contributions/Mega-Backdoor-Roth: What is it? Some 401(k) plans have a unique feature that allows employees to exceed...

Grab a Sugar Pie Pumpkin and pack it full of the stuffing of your choice! Here I sauteed onions, garlic, celery, sausage, kale and...

Use this chart to compare plan options to maximize retirement savings, incentivize employees all the while optimizing for income tax...

Could be the missing component within your Financial Plan

Do solar panels make economic sense for you? Solar Investment Tax Credit “ITC”, aka ‘federal solar tax credit’ is to remain at 26% of the...

Some folks have been stating this will be the “Summer of Love”, while others (the geeky ones) have been stating this summer will go down...

April 22, 2021 Biden announced today his plans to fund his trillion-dollar infrastructure plan. Essentially to garner more of the US...

Dividends are taxed differently, depending on their classification of being ‘qualified’ or ‘ordinary’. Dividends are cash distributions...

Einstein reportedly said, “Compound of interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays...

As defined by Investopedia, “a Fiduciary is a person or organization that acts on behalf of another, putting their clients’ interests...