Checking in on Your 2017 Retirement Contributions
Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time!…
Take Charge of your Finances
Monitoring Your Financial Plan
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the…
How Does the Small Business 20% Pass-Through Deduction Work?
One of the most significant changes made to the tax code through tax reform was a major reduction in the corporate tax rate, from 35% to 21%. Understanding that this…
Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this…
How to Choose Your Tax Withholding
At the beginning of every year it is a good idea for workers to update form W-4 Employee’s Withholding Allowance Certificate. The purpose of the form is to claim the…
Your Ultimate New Year Financial Checklist, Ep# 50
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often…
Waste Not, Want Not
Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean.…
How Tax Reform May Impact You, Ep #49
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on…
Is Social Security Running Out? Not if These Two Adjustments are Made.
It’s likely that at some point in the past you have seen the headlines and heard the conversations about Social Security running out of funds or going bankrupt. You may…
Ep 48 – Making Better Decisions with the Laws of Wealth
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We read, write and talk a lot about better ways to…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.