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Preparing for 2025: How to Build a Bulletproof Financial Plan
As the calendar turns toward a new year, it’s the perfect time to ensure your financial plans are as robust as your ambitions. A well-crafted financial strategy helps you navigate uncertainties, achieve your goals and create long-term stability. Here’s how… Read Now >>
10 Important Facts about ROBS
July 13, 2022
We are focusing on rollovers as business startups (ROBS) this month. We walked you through the 5 key steps needed to establish a ROBS, as well as the advantages and disadvantages of using a ROBS to provide capital funding for… Read Now >>
5 Steps to Establish a ROBS
July 6, 2022
Last week, we began our discussion about rollovers as business startups (aka “ROBS”) as a way to generate capital for your business. This strategy allows you to pull funds from your qualified IRA or 401(k) account and invest them as… Read Now >>
Rollovers as Business Startups (ROBS)—Advantages & Disadvantages
June 29, 2022
If you are looking to start your own business or acquire ownership shares in an existing business, you may be able to utilize your 401(k) or IRA account. Rollovers as Business Startups (aka “ROBS”) allow you to invest your retirement… Read Now >>
How to Prepare for Market Volatility
June 22, 2022
Market volatility can be scary to even the most experienced investor. The stock market has been on a wild roller coaster ride in recent years, though it’s not really anything out of the ordinary when you look at historic trends.… Read Now >>
How Will Inflation and a Possible Recession Affect the Stock Market?
June 15, 2022
The economy is very interesting right now. We’re in a period of strong economic recovery coming out of the pandemic. The unemployment rate is only 3.6% and employee wages continue to rise. Consumers are spending a lot. Yet, these factors… Read Now >>
What Happens After the Worst Years for the Stock Market?
June 8, 2022
2022 has been a very rough year for the stock market. The S&P 500 closed at an all-time high on the first trading day of the year (January 3). It’s been nothing but bad ever since. The S&P has experienced… Read Now >>
Inflation: The Biggest Threat to Your Financial Independence
June 2, 2022
It’s no secret that high inflation rates have been affecting our economy. There are numerous factors at play, including the economic recovery coming out of the pandemic. The stock market has taken major hits. The cost of living is rising… Read Now >>
Understanding the NIIT for Rental Property Owners
May 18, 2022
If you are subject to the federal net investment income tax (NIIT), you could be paying as much as 3.8% more on your income taxes. Rental property owners are often subject to this additional tax, depending on their total income… Read Now >>
The Tax Benefits of Donor-Advised Funds
May 11, 2022
Recent tax code changes have made it harder to deduct charitable donations to 501(c)(3) organizations like churches and other nonprofits. You want to support your favorite charities, but it is also important to have the tax benefits that should be… Read Now >>
Personal vs. Business Tax Planning—The Differences to Understand
May 4, 2022
If you own a business—no matter how big or small—there are important things you need to know when it comes to tax planning and filling. We are all used to the individual tax return process with the April 15 deadline.… Read Now >>
