Tax Planning Strategies
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
How Much Does A Financial Advisor Cost?
How much does a financial advisor cost? You've gotten to the point in your life where hiring a financial professional seems like the next best move. You are looking for that trusted individual who is going to help guide you through all the financial obstacles you anticipate running into in the near future. Whether you are a young family looking to grow your wealth or a pre-retiree looking to confidently enter your golden years, hiring a financial advisor can make sense in a lot of ways. In this blog we dive in to determine how much it might cost you.
Dependent Care FSA or Dependent Care Tax Credit. Which Should I Choose In 2021?
The American Rescue Plan of 2021 made dramatic changes to Dependent Care FSAs and the Dependent Care Tax Credit. Which one will provide you with the most economic benefit for the remainder of 2021?
What Is A 401(k) And How Does It Work?
For some, a 401(k) is a retirement lifeline. It's the culmination of years of saving, hard work, and sacrifice. So how well do you really understand it? Are you confident enough in your understanding to maximize all the benefits? It's more critical now than ever to be able to answer, What Is A 401(k) And How Does It Work.
How Much Money Do You Need To Retire?
How much money to you need to retire? Can you retire at age 55? Can you retire at age 65? Is there an average amount that most people need to retire? These questions come up often for pre-retirees. The fact is, there is no "magic number." Retirement success depends on all the other stuff you need to take into account. In this blog, we jump in and explore what that looks like!