finance 101

Year-End Tax Planning Tips (Part 1)

Procrastination is easy, especially when it comes to tax planning.

There have been many tax changes in 2020. Despite past, present and future changes to the tax rules, some year-end tax-planning advice remains unwavering. Here are a few time-tested suggestions, along with practical tips on the new tax laws passed earlier this year.

Video - Best Tax-Deferred Retirement Plan - Part 2

In Part 1 of this series, we looked at the best tax-deferred retirement plans for Self-employed, Freelancers & Small Business Owners. Then we were asked about highly profitable small business owners who want to, and are able to, contribute more than the $57,000 upper limit for SEPs or 401(k). So what are their options?

Part 1 - Best Tax-Deferred Retirement Plan Options

One key to your financial independence is saving for your retirement in a tax-deferred and therefore tax-advantaged plan, whether you are self-employed, running a small business, or just freelancing for extra cash. What’s the best one for your unique situation? In part one of our best retirement options we recount a few most commonly seen scenarios to help you navigate this important decision.

7-Point Checklist for Selecting A Trusted Advisor

What makes a good advisor? For any entrepreneurial effort, building a home, starting a business, saving for retirement, one cannot do it alone, at least not as well as if you have a trusted and expert team around you. The team can be your family and/or your friends, or the team is comprised of specialist or expert in the area that you are not well-versed in. For you to succeed, having those who want you to succeed is important.