Stay Ahead of Tax Law Changes: Learn about the One Big Beautiful Bill

How much should I contribute to retirement?

How much should I contribute to retirement?

Essential Tips for Retirement Contributions When it comes to retiring many people have the same question. How much should I be setting aside for retirement?  This is a complicated question because there is not an answer that fits everyone’s situation. In addition,...
Term VS Whole Life Insurance

Term VS Whole Life Insurance

The Ultimate Showdown: Term vs Whole Life Insurance Life insurance is one of those adult vocabulary words many are aware of and understand generally how it works, but not to any great extent. Sort of like my car, I’m vaguely aware of how the axle is connected to the...
Tax Moves to Make Before You File Last Minute

Tax Moves to Make Before You File Last Minute

Quick Tax Strategies to Implement Before Filing Filing income taxes and experiencing an unexpected negative outcome can be a very bad life event. As we approach the end of the year and draw nearer to income tax season many people may grow weary, and it gets so bad for...
Trump vs. Biden Tax Policy

Trump vs. Biden Tax Policy

A Comprehensive Guide to Trump and Biden Tax Policies Taxes are one of the hot topics in this year’s election because it affects each one of us. Regardless of your political opinions, it’s important to understand how the current tax laws affect you and how they may...
What is your net worth?

What is your net worth?

Steps to Measure Your Wealth and Assets Don’t look to Shawn (not his real name) for any inspiration. Shawn has a BMW 5 series. His wife has an Audi A7. The lawn is perfectly manicured, and he spent over $30,000 on the nightscaping. I know how much he spent because he...