Insights
How can I maximize my tax savings when donating to charity?
There are several ways that you can reduce your taxes when contributing to qualified charitable organizations, so long as you are able to itemize your tax deductions. Establish a Donor-Advised Fund – Tax law changes may have ... Read more.
Why does my small business struggle with employee retention and what can I do to improve it?
Employees are by far your most valuable asset and retaining them can lead to greater profitability. In fact, research has shown that by focusing on engagement, a business can see over 20% higher profitability[1]. But there are several challenges ... Read more.
How to Get on the Same Financial Page with Your Spouse: Breaking Through Money Conflicts in Relationships
Money is one of the most common sources of conflict in relationships. In fact, studies show that financial disagreements are a leading cause of stress and divorce among couples. But why is it so difficult for two people who ... Read more.
Do small business owners need their own retirement plan?
The typical response you would expect to hear from a financial planner is ‘absolutely’. However, depending upon your circumstances, a more traditional type of retirement plan may not be optimal. For instance, if you plan to sell ... Read more.
How can I reduce my taxes when taking required minimum distributions?
During your working years, contributing to tax-deferred retirement accounts (401(k), 403(b), traditional IRA, SEP IRA, SIMPLE IRA) provided the benefit of not paying income taxes. This allowed for more of your money to grow through compounding. But ... Read more.
How Retirement Taxes Affect Your Income: Strategies to Minimize Your Tax Burden
Maximize Your Nest Egg with Smart, Tax-Efficient Retirement Planning Here we will break down how different types of retirement income are taxed and share smart tax strategies that can help you preserve more of your ... Read more.
