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I had an experience over the holidays with family that presented a wonderful opportunity to write about. I was asked by an in-law about the new 2020...

Americans are taught the dangers of credit cards from an early age. Young adults are often warned about ballooning debt, extreme interest rates, and...

Let’s begin by making the generous assumption that no matter how old you currently are, when you retire social security will still be funded and...

There are actually two ways to look at your tax bracket. One is called your marginal tax bracket, and one is your effective tax bracket. Your...

Small business owners have very limited resources. Because of this, they have to make smart decisions about their time and money. Some of the best...

I read a Garfield comic when I was about 12 years old that I’ll never forget. “When is the most popular day to start a diet? Tomorrow.” We’re at...

IRA stands for Individual Retirement Account. There are two primary types, Traditional IRA and Roth IRA. In this post I’m going to give you the...

Many people start a business and are confused about what an LLC or an S-Corp is. They also don’t understand why they would be electing to be an LLC...

Credit scores are so important to U.S. citizens, yet 14% of the population is “credit invisible”. This means they have never received a line of...

Since we’re in the season of giving and we so love this season, I thought this would be a great subject to tackle! A gift tax is the tax on money or...

One of the most common reasons a company may have a high turnover rate in terms of their employees is because they don't recognize their hard work...

Are you properly tracking and managing your small business’ expenses? These are costs associated with operating your business. Every business owner...

For business owners, it is important to be able to examine the financial structure and health of their business. Although there does not need to be...

For over 12 years of providing professional tax advice and helping my clients build financial vision, I’ve found there are three financial...

For many taxpayers there is minimal information necessary to file their income taxes. Other taxpayers have multiple sources of income that must be...

We have been getting this question a bit this year already and we would love to help clarify – at least in part. If I can separate ‘expenses’ into...

With secondary education costs on the rise, millions of taxpayers pay substantial amounts of interest on their student loan debt every year. 70% of...

In most cases, the statute of limitations grants the IRS a period of up to three years in which to initiate an audit of a taxpayer. The three-year...