How Is My Social Security Benefit Calculated?
When considering your retirement income plan, Social Security will be one of the sources you rely on. For some, this may be all their income, while for others, it will…
Posts by Grayson Blazek
What Starting an S-Corp Could Look Like for You, Ep #217
Today we’re diving into a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – starting a business. With increased…
How Long Should I Keep My Tax Records?
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?”…
Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207
If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you. There are several steps involved to handle this strategy in…
Health Insurance Options to Consider When Retiring Pre-Medicare Age, ep #205
When having conversations with individuals approaching retirement, but who have yet to reach age 65, one primary concern is often in the forefront of their mind: What am I going…
Should I Enroll in My Company’s ESPP?
Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great…
Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to…
The Benefits of a Wealth Management Relationship – Part 1, Ep #198
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering…
Will I Owe Tax on the Sale of My Home?
When income is earned, generally some amount of tax will be due. Income can come in the form of wages, rental income, interest, dividends, and many others. Most taxpayers will…
Will I Qualify for the Electric Vehicle Tax Credit?
The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax…
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