Sadly the more prepared you are for retirement the more you may have to spend on medicare premiums. Many assume they will be free of health insurance premiums once they reach Medicare age. Others ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

As your business's income grows, your tax bill will become more painful each year. We have a progressive tax system, which means most people pay less taxes on their first dollar of income than their ...

If you are self-employed or own a business and are annoyed by how much you pay in taxes, you should check out the Solo 401(k). While saving for retirement may not be top of mind for those who love ...

It probably isn’t surprising to you that taxes can be one of your biggest expenses while in retirement. Of course, this doesn't make paying all those taxes less painful. The tax burden you bear on ...

While inflation may be stressing workers' budgets, it also brings some good news for those looking to maximize their contributions to retirement accounts. If you are looking to get on track to ...

Puppies are cute, missing out on optimizing your Social Security benefits is not. Social Security has historically been a major part of many Americans’ retirement income. However, the 2024 Annual ...

Nearly every business owner I meet (and I’ve met a lot of them) complains about the taxes they owe. What surprises me is how few of these successful business owners are getting even basic tax-planning ...

As we approach year’s end, now may be the time to see if tax-loss harvesting could help you lower your 2023 taxes. If you have turned on the TV or followed the news, you likely know that pretty much ...