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Last Minute Tax Moves Before You File

Last Minute Tax Moves Before You File

With the electronic filing opening being pushed to February 12th (usually mid-late January) this year, let’s look at some last-minute tax saving strategies before you file. Keep in mind that tax avoidance is about legitimate moves based on your individual facts and...
I No Longer Qualify for a Roth IRA, Now What?

I No Longer Qualify for a Roth IRA, Now What?

So, you are interested in saving for your retirement, but you make too much to contribute to a Roth IRA. There are many rules surrounding this type of retirement account that limit who can use the account and how they can use it. The backdoor Roth IRA is a common...
Should You Save or Invest?

Should You Save or Invest?

One of the hardest questions we ask ourselves is whether we should save our money or invest it. Keeping our money in our account for emergencies can help us feel safe in knowing it’s available when we need it. On the other hand, choosing to invest will help with...
5 Tips for Preparing for Your Taxes

5 Tips for Preparing for Your Taxes

It is that time of year when we begin preparing for our taxes. If you’re preparing for your tax appointment only a few weeks in advance, you definitely have a problem! Here are my 5 quick tips for helping you prepare during the entire year for a tax return you know...
New Stimulus Relief

New Stimulus Relief

Last night, President Trump signed a bipartisan omnibus spending bill that included $1.4 trillion to fund the federal government and $900 billion in additional COVID relief. Among the following COVID relief measures are additional funds for the popular Paycheck...
5 New Year’s Business Goals & Resolutions

5 New Year’s Business Goals & Resolutions

2020 has created unique challenges for small businesses across the country. Many are still struggling through this complex situation as we begin the New Year. New Year’s resolutions are important now more than ever in order to achieve the most important goals for your...

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