Enhance Today | Enrich Tomorrow
Tax efficiency is an important part of building wealth over the long term. One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due. A refund is actually the IRS paying…
Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect summer getaway. For most of us, the joy of some…
With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be tough to narrow down a priority list of what to…
Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it also comes the risk of diminishing capacity and the potential…
Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You suddenly remember that…
Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success….
Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 17th of 2018 to make…
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …
One of the most significant changes made to the tax code through tax reform was a major reduction in the corporate tax rate, from 35% to 21%. Understanding that this only directly benefited C Corporations, legislators included a new deduction…
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
