Archives
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 >>
What Does “Financial Independence” Mean to You?
April 29, 2022
The answer to this question might be slightly different for everyone. It’s a deeply personal concept. For some, the idea of financial independence revolves around living on a yacht in the Mediterranean. For others, it simply means their financial needs… Read Now >>
How to Increase Earnings on Your Tax Refund
April 20, 2022
It’s always nice to get a big income tax refund from the IRS and/or your state’s tax board. The big question is what will you do with this money? A lot of people like to spend it on something frivolous.… Read Now >>
What You Need to Know About Vacation Rental Property Taxes
April 13, 2022
Many people have second homes that they use both for personal use and as short-term rental properties. So, what are the tax implications when a property like this has multiple uses? Residence vs. Rental Under tax code rules, a vacation… Read Now >>
Is an HSA Your Best Retirement Account Option?
April 6, 2022
If there is one sure thing about retirement, it’s that a significant amount of your money will likely go toward healthcare expenses. We all get older and that usually means more medical costs. Unless your pension plan includes healthcare coverage,… Read Now >>
Schedule C vs. Schedule E for Short-Term Rental Income—Which is Better?
March 23, 2022
Do you have a beach home, mountain getaway or other type of property that you rent out on a short-term basis? If your average rental period is less than 30 days, you will generally have two options for claiming your… Read Now >>
Should You Set Up a Roth IRA for Your Kids?
March 16, 2022
Many of us got our first jobs as teenagers. Some may have started working even earlier, especially if it was part of a family business. Working at a tender young age is an American tradition. So, why isn’t the idea… Read Now >>
Crypto Security 101: Custodial vs. Self-Custody
March 9, 2022
If you read our last Crypto Security 101 article (if not, click here), you should have good password hygiene for your cryptocurrency account(s). Now, you have to make an important decision on where to hold your assets. Do you use… Read Now >>
Crypto Security 101—5 Tips for Better Digital Security
March 2, 2022
Blockchain technology provides some natural security because of its decentralized system. However, no financial data is ever 100% safe online. Security is important when it comes to any cryptocurrency holdings and dealings. As we continue our blog series on Crypto… Read Now >>
Crypto Security 101—3 Key Components of Digital Investing
February 23, 2022
Many investors are exploring the crypto market. It’s an exciting time with different cryptocurrencies and NFTs that present unique investment opportunities. However, it’s important to understand that this asset class is still in an early adoption phase. There are extra… Read Now >>
