The Roth option to traditional 401(k) retirement accounts was first available in 2006. Since then more and more employers are offing the popular addition to retirement […]
Is a Roth 401(k) an Option for You?
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Maintaining a Good Credit Rating
Debt isn’t always bad. It give you the flexibility to take advantage of opportunities, to move ahead faster. And there are some important purchases you simply […]
Reducing Credit Card Debt
Americans have a staggering amount of credit card debt, often a result of coping with stagnant wages and rising costs. And let’s face it buying stuff […]
How to Maximize Tax Returns: 5 Secrets to Boosting Your Tax Return This Year
Tax season can be stressful since there’s a lot of work to be done and paperwork to go through. However, once you get a refund […]
Why Tax Planning Is Important For Businesses
Tax planning is crucial for the small or medium-sized business looking to mitigate the liabilities and risks that accompany their business transactions. This is especially […]
Are You Benefiting From Trump’s Tax Reform?
Only one in five U.S. taxpayers expect to pay less income tax this year as a result of the tax reform law passed in 2017 […]
New Client Referral Sweepstakes Drawing
As we close the books on another April 15th tax filing deadline, we want to extend our thanks for the opportunity to serve you. Whether […]
Building Solid Finance Strategies in 2019
A simple internet search about how to save money will render a plethora of information about getting out of debt, reducing your living costs, and […]
Business Leasing & Tax Advantages
Small business owners face a seemingly unending barrage of challenges. How do we know? As a partnering tax and financial planner for hundreds of businesses […]
2018 End-of-Year Tax Tips: Part 1
Which strategies are you utilizing to maximize your tax savings this year? If you haven’t covered your strategies yet, there is still time. However, you’ll […]