John is excited about the longer-term prospects of being his own boss but knows there are nearer-term benefits and conveniences he would leave behind as a hospital employee. There is a lot to consider and he’s feeling overwhelmed by this big decision.
When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage. While these items may have sentimental value, they may also have monetary value.
A Roth conversion is simply the process of taking a pre-tax IRA (that grows tax-deferred until withdrawn) and converting it into a Roth IRA, paying the taxes now, and allowing it to grow tax-free until withdrawn. Roth conversions are generally good for people that pay at lower tax rates today than they anticipate paying in the future.
Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who identify as lesbian, gay, bisexual, transgender, or queer (LGBTQ). Call us to see how we can help you migrate your states laws as it relates to your personal planning
Two of my favorite lifetime pursuits are: (1) matching wits with brown trout on local streams, and (2) seeing clients reach their financial goals.
Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.
The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:
Is Jack or Diane the Better CPA for You? There is no one-size-fits all answer to this question.
When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others
This question-and-answer article is designed to help small business owners better understand the disability insurance/wealth management relationship.
