Pros and Cons of Contractor Taxes
Are your salaried friends paying less than you in taxes despite making more money? Welcome to the world of the 1099 contractor. One of the [...]
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10, 2017
29
09, 2017
Finance Friday: Annuities – The Opposite of Life Insurance
There can be a lot of confusion when considering investing in an annuity. To simplify things for my clients, I often like to explain annuities [...]
2
08, 2017
The Savings Rate – How You Take Care of “Future You”
I recently got a raise, but it still feels like I’m living paycheck to paycheck. What should I do? Many clients I encounter wish they [...]
12
01, 2017
Nickels, Dimes and the Subscription Economy
Do you look at your bank account and have no idea where your money went? If you answered yes, then don’t feel too bad, as [...]
16
12, 2016
Planning – Annual Gift Limits
Do you have a family member that is impossible to shop for? If so, you are not alone. I happen to be that person in [...]
15
03, 2016
What Are People Doing With Their Tax Returns?
Tax season is here! That’s exciting news for many people who are expecting returns, but not everyone is. For better or worse, here’s the rundown [...]
5
01, 2016
Forget Retirement – Seek Financial Independence in 2016
Retirement: the act of leaving one's job and ceasing to work. Financial Independence: having sufficient wealth to live on without having to work There’s a [...]
11
12, 2015
This Strategy Saved Us Thousands on Healthcare
Do you have a child or other family member that requires significantly more medical care than the rest of the family? I do. My [...]
8
12, 2015
I’m 34 Years Old. Am I Falling Way Behind on Saving for Retirement?
I’m 34 years old and haven’t started saving for retirement. Am I falling way behind? That’s a great question, and there are two vantage points [...]