Blog

Tax Attorney Vs CPA: What’s the Difference?

How Long Can The IRS Collect Back Taxes?

How does compound interest work?

Your 401k Expense Ratio – Everything You Need to Know

VOO vs VFIAX: Which Vanguard S&P 500 Fund is Better?

VOO vs VTSAX: Which is the Best Vanguard Fund?

VTI vs VTSAX: Which is the Better Total Stock Market Fund?

VOO vs SPY: Comprehensive Review of Two S&P 500 ETFs

VTI vs VOO: A Comparison of Two Vanguard ETFs

5 Reasons Why You Don’t Need a Financial Advisor

What is IRMAA and Why is it Important to You? A Guide for 2024

Bond Ladders-5 Things to Appreciate Over Bond Funds

What is MAGI, and How Does it Affect IRMAA?

Financial Plan Vs Financial Planning: Key Differences

Roth TSP vs Roth IRA: What You Should Know

When Do You Pay Capital Gains on a Roth IRA?

How To Invest In A Bear Market-5 Questions to Consider

How to Fire Your Financial Advisor

7 Critical Questions to Ask a Financial Planner About Retirement

7 Common Investment Mistakes And How to Avoid Them

7 Considerations About Social Security Benefits for Divorcees

Business Email Compromise: Is Your Advisor Protecting You?

Dividing Assets in a Divorce-6 Mistakes To Avoid

Health Insurance After Divorce-What You Should Know

IRS Penalty Abatement-What You Should Know

Paying Off Tax Debt: Lessons I Learned as a Tax Advisor

Your Accountant and Financial Advisor-A Powerful Team

Venmo Scams-How They Work & How To Avoid Being A Victim

How To Avoid Beneficiary Mistakes In Estate Planning

Divorce Financial Affidavit: How an Ex Can Hide Income

Should I Convert my IRA to a Roth After Retirement?

What Happens to the Family Business in a Divorce?

Paying Tax On Roth IRA Conversions Can Help Beneficiaries

The Roth Conversion Pro Rata Rule-A Complete Guide

7 Critical Things to Know About Beneficiary Designations

Do I Have To Sell My House Before a Divorce?

7 Financial Questions To Ask Before The Divorce is Final

How To Find Hidden Assets by Looking at a Tax Return

Can I Convert an Inherited IRA to a Roth?

Divorce & Credit Cards-What You Need to Know

Roth Conversions When The Market’s Down-7 Thoughts

What Happens to My Child’s 529 Plan in a Divorce?

Roth Conversion Strategy Tips For Recent Retirees

How NOT to do a Nondeductible Roth IRA Conversion

5 Important Things To Consider About Divorce And Debt

How to Avoid IRMAA with a New Initial Determination

How Does a Life Changing Event Impact My IRMAA?

Don’t Throw Out Those Old Paper Stock Certificates!

5 Reasons Your Roth Conversions Shouldn’t Just Be About RMDs

7 Key Facts About Splitting IRAs & 401Ks in a Divorce