Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We’re glad to have you reading along.
Charitable Giving In 2020
New legislation was enacted this year that allows tax deductions on two types of charitable gifts. One allows up to $300 as an above-the-line deduction. The second is the ability to deduct up to 100% of your Adjusted Gross Income for...
Read MoreShould You Contribute To A Roth IRA? And Mistakes To Avoid If You Do.
Quick Recap: Roth vs. Traditional IRA: What are the main differences between a Roth IRA and a Traditional IRA? Contributions to a Roth IRA are not tax-deductible when you make them. However, the distributions can be tax-free. This...
Read MoreRetirement Savings Strategies for Small Business Owners
Unlike an employee who might have access to a 401(k), you’re on your own. Small business owners and self employed individuals have more options then they think. What option is right for you. Here is the breakdown of each option....
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Healthy Money Habits for Children
Teaching kids healthy habits goes beyond eating well and getting enough exercise. It's important to teach them healthy money habits to. Financial education is few and far between in our schools, so children learn their money habits...
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Saving For Retirement
How much should you have saved for retirement? Have you heard that you should have $1 million dollars in your 401K by the time you retire? How about 1x your salary by the time you are 30? How much do you really need? 1. Guidelines How...
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10 Financial Steps to Take in 2019
It's a new year and a fresh start! It's a great time to reflect on what changes you are going to make in the coming year. If finances are one of the things you need to get in order, here are 10 simple things to do this year to jump...
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