subscribe to my Podcast: Financial PlanninG For Entrepreneurs
NEWSLETTER
Each week I deliver quick, actionable information straight to your inbox. Read it in less than 2 minutes and move on with your day. Life is too short to waste time.
A backdoor Roth is a way for high-income earners to still contribute to a tax-free account: the Roth IRA.
Are you confused about which account to fund first? Should you put money into your 401k? Or IRA? or 529 for the kids education? Let's break down the order of saving.
What is a Health Savings Account (HSA)? How does it work? What can you use it for? And be sure to listen to the end where we talk about how investing in your HSA can save you thousands of dollars.
What is in the 2021 Stimulus package? Have you received your checks? Does the unemployment benefit continue or increase? What are the changes when it comes to taxes and deductions?
As your savings and net worth grow, make sure that you are protecting that wealth with smart strategies. Find out what to consider depending on your current stage of life.
If you are interested in a large charitable donation in 2020, the IRS has provided you a great incentive: 100% deduction off your taxes!