Cash Flow Worksheet
Use this free worksheet to compute your target emergency savings and see where you land each month after all expenses have been paid. Are...
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amy2262
- May 16
- 2 min
Should you fund your children's college with debt?
The other day I was talking with my group of women Certified Financial Planning professionals with Equita and an analogy of "buying a...
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amy2262
- Apr 29
- 2 min
Thinking about buying Gold?
You're not alone, I was recently talking with a wealthy and well informed client and he was wondering the same thing! I asked a few...
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amy2262
- Oct 2, 2023
- 2 min
Market Update - 3rd Qtr 2023
Only one of the 3 major credit rating agencies still has the US with the highest possible rating, meaning they have a high degree of...
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amy2262
- Sep 25, 2023
- 2 min
Get Your Kids a ROTH!
Did your kids work over the summer? If so, you are able to open up a Custodial ROTH IRA for them! $1,000 invested today could be more...
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amy2262
- Oct 12, 2022
- 2 min
Are you a Landlord?
Are you a landlord and wondering what tax incentives you are entitled to? Investment property owners are able to deduct all costs...
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amy2262
- Mar 31, 2022
- 2 min
Sitting on Cash?
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...
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amy2262
- Jan 12, 2022
- 1 min
AMT Hit on Stock Options?
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...
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amy2262
- Dec 7, 2021
- 2 min
Mega Backdoor ROTH Conversions
401(k) After-Tax Contributions/Mega-Backdoor-Roth: What is it? Some 401(k) plans have a unique feature that allows employees to exceed...
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amy2262
- Nov 18, 2021
- 1 min
Perfect Edible Centerpiece for your Thanksgiving Dinner
Grab a Sugar Pie Pumpkin and pack it full of the stuffing of your choice! Here I sauteed onions, garlic, celery, sausage, kale and...
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amy2262
- Nov 4, 2021
- 1 min
Are you a Small Buisness Owner looking to save on taxes while investing for your retirement?
Use this chart to compare plan options to maximize retirement savings, incentivize employees all the while optimizing for income tax...
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amy2262
- Aug 26, 2021
- 1 min
Health Savings Account
Could be the missing component within your Financial Plan The foregoing content reflects the opinions of Mountain Wealth Planning and is...
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amy2262
- Jul 16, 2021
- 1 min
Solar Panels
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...
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amy2262
- Jul 12, 2021
- 1 min
Boost your ROTH IRA savings!
The foregoing content reflects the opinions of Mountain Wealth Planning and is subject to change at any time without notice. Content...
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amy2262
- Jun 15, 2021
- 3 min
Summer of Inflation
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...
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Amy Hamasaki, CFP®, EA
- Apr 22, 2021
- 2 min
Biden's Tax Plan
April 22, 2021 Biden announced today his plans to fund his trillion-dollar infrastructure plan. Essentially to garner more of the US...
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Amy Hamasaki, CFP®, EA
- Apr 16, 2021
- 2 min
Dividends - What's the Deal between Ordinary & Qualified?
Dividends are taxed differently, depending on their classification of being ‘qualified’ or ‘ordinary’. Dividends are cash distributions...
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Amy Hamasaki, CFP®, EA
- Mar 31, 2021
- 2 min
401(k) Tips & Tricks for Early Withdrawals
Einstein reportedly said, “Compound of interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays...
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Amy Hamasaki, CFP®, EA
- Mar 10, 2021
- 2 min
What's a Fiduciary?
As defined by Investopedia, “a Fiduciary is a person or organization that acts on behalf of another, putting their clients’ interests...
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