June 15, 2024
Congrats! You just finished paying your 2023 taxes! Now is the perfect time to get started on tax planning for 2024.
June 8, 2024
The Profit First Method is a way to transform your business by separating profit from your income first, and then paying expenses after. This ensures you are reserving enough cash to pay yourself and creating a cushion for expansion, taxes, a slowdown in income, or unexpected expenses.
June 6, 2024
June 1, 2024
The Tax Hack Every Investor Should Know
IRS Code 852(b)(6) is the greatest tax hack that every investor should know.
May 25, 2024
Passive Income Vol. 4: Bond Ladders
Bond ladders are a series of fixed income investments with different maturity dates. Over time you will receive interest payments, usually semi-annually, as well as your initial investment at maturity.
May 11, 2024
If you are a business owner and your only employee is yourself, you can save a massive amount in taxes by opening a Solo 401k plan. These plans can be setup at a reputable firm like Charles Schwab, and often have low/no fees.