Making Finances Simple. Changing Lives.
At age 70 ½, the IRS requires folks to begin distributing funds from tax-sheltered retirement funds. This forces many retirees to take RMD’s (Required Minimum Distributions) that result in a bump-up of taxable income, whether they need the funds or not. We have a possible solution.....
At some point, most business owners come across the decision of whether they should incorporate or stay as a sole proprietor. Rental property owners also encounter this same question. Here are some things to consider…..
Can you afford to keep one parent home? We all know that having kids is not a decision you make because you want to improve your finances! By no means do kids add to your "bottom line" financially. In this article we give you several financial and non-financial considerations to ponder when making this major life choice.....
There are many strategies for retirement and investment planning. Below is a simple "hitlist" to consider when prioritizing which investments you'll go after first...you'll love the trick in #2!
The 2018 tax year was challenging for taxpayers and tax preparers, alike. It brought about a whole new look to the long-standing 1040 tax return form, cutting down the forms, but adding 6 new schedules in the process. Now, the IRS is looking to make another massive change. How does this affect you?
Everybody has heard about rates falling in the past few months. In fact, rates are near 3-year lows. But are they going lower? Should you wait to refinance?
401k's have long been the most utilized retirement account, and for good reason. The tax deferral and employer match make them very attractive. But are they the best retirement source for you? We give 4 reasons below to make you think again...
It's no secret that tax reform threw many folks for a loop on last year's taxes. Withholdings schedules changed as well, adding to the confusion.....
There has never been an easier time to remove mortgage insurance from your home loan, even for those who just acquired a mortgage insurance loan in the past year. Here's how we're making it simple for you.....
If you've been thinking about installing solar on your home, you may want to do so prior to the end of 2019, as the tax credits are changing.....