In less than two months’ time, we will start to file 2023 tax returns. Now is as good a time as ever to share information on some of the tax credits available to taxpayers. Hopefully some of the notes I took from my...

Four Interesting Ways to Borrow Against Your Assets A few years ago, there was a big story making headlines about how Elon Musk paid zero federal income taxes as one of the wealthiest men in the world at that time. Since...

The introduction of the SECURE 2.0 Act marks a significant step forward in retirement planning for individuals and financial incentives for businesses. This legislation builds upon the foundations laid by the original SECURE Act.

In my May 2023 letter, I probably went more into detail on debt and inflation than many of you care to read. Well, when the momentum starts with this rock rolling downhill, no force has yet slowed down my thinking on the subject...

In my collegiate and professional life, I have witnessed first-hand the importance of financial literacy for young professionals starting out, and how financial illiteracy can be devastating to a person’s short- to medium-term balance sheet

Bond ladders 101 In the ever-changing world of finance, it's important to have a solid foundation in place. Using a bond ladder is a tried-and-true strategy that can provide you with a steady stream of income and predictable cash flow...

Next up on Lessons I’ve Learned as the Spouse of a Financial Planner is discussing the necessity of estate planning. More explicitly, I’ll be delving into why discussing your death is a must. It’s natural, most...

Readers may have noticed I have a fascination with currencies. Whether it’s fiat, gold, cryptocurrency, or cigarettes for prison inmates, the store of wealth and exchange of value in physical or abstract form rather than...

Number two for Lessons I’ve Learned as the Spouse of a Financial Advisor is making my money work smarter and not harder. If you’ve already engaged a financial advisor, this idea has already resonated with you. Few...

In my experience, smaller businesses providing services are usually best-taxed as S-Corporations. To that point, I advise a lot of my clients to either organize as an S-Corporation directly or have their LLC elect for...