The Federal Reserve (The Fed) practices monetary expansion primarily by lowering short-term interest rates, purchasing government securities, and reducing reserve …
The Mighty HSA
A Health Savings Account (HSA) is a straightforward and powerful tool designed to help you save for medical expenses while …
Year-End Tax and Financial Planning: Simple Steps to Save Before December 31st
As the year draws to a close, now is the perfect time to take control of your financial future. Whether …
Rekindle the Romance
Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …
To 83(B) OR NOT To 83(B)
So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …
Is Your Advisor a Part-Time Fiduciary?
Have you this year received an invitation in the mail for a fancy steak dinner with a “fiduciary financial advisor?” …
Knowing When To Gift
2 things keep the IRS’ hands out of most people’s financial pockets: the annual gift tax exclusion and the lifetime …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …