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InvestingTaxes

The Benefits of a Tax Efficient Distribution Strategy

InvestingTaxes

Avoid this $200,000 Inheritance Mistake

One of the biggest mistakes we see with inheritances is the failure to step up…
Taxes

Four Tax Prep Tips

Organizing your tax documents now can be helpful as you hit February.  What were your…
Career

Job Offer Negotiation Tips to Ensure Workplace Equality

Congratulations on receiving a job offer! Negotiating a higher offer and ensuring fair pay is…
Investing

Think Twice About Chasing Big Stocks

As companies grow to become some of the largest on the US stock market, their…
ChildrenInvesting

My Three Favorite Kid’s Accounts

There are many ways to go about establishing the right habits and foundation for one’s…
Living Well

The Best Thing I Have Done for My Children in 2023

Val and I updated our estate documents.  Check that off the to-do list.  All the…
Investing

Defer Real Estate Capital Gains Taxes with a 1031 Exchange

Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could…
ChildrenInvesting

The Benefits of Raising Financially Aware Children

Educating children on various concepts surrounding the value of money can be very beneficial to…
Taxes

Should I Work With a Tax Professional?

In short, yes, you should.  Working with a CPA can provide valuable insight and tax…
Living Well

Dennis’s “Live It List” (formerly known as “Bucket List”)

January is the time for New Year’s resolutions. Often these involve groan-worthy topics such as…
InvestingTaxes

The Mega Roth IRA

HOW TO MAKE THE MOST OF YOUR AFTER-TAX 401(K) You are likely already aware that…