Solopreneurs are innovative, hard-working, and exciting people. Self-employment can be a really wonderful and rewarding career path. There are many financial planning implications to consider, especially if you are a one-person operation. You have many unique challenges that I’d like to talk about from my perspective as a fee-only financial planner. I wrote an article […]
Solopreneurs: Unique Needs, Solo 401K, and More! Read More »
Why Planning For Taxes Is Such A Big Deal Taxes are going to be the largest expense in retirement for most of us. This isn’t true for everybody though. Tax preparation, done each year, is looking backwards for the prior year. So you calculate what you owe and then you pay it or get a
Foundational Tax Strategies To Keep More Money In Retirement! Read More »
Charitable giving often conjures up images of the uber-wealthy creating foundations and complex trusts. While this is certainly true, a lot of people without millions regularly give money to the causes they support. It is also important to note that this article will focus on income tax benefits as opposed to estate tax benefits, which
Tax-Smart Charitable Giving Read More »
