by Lauren | Aug 19, 2020 | Business Owners, Investing, Planning Process, Working Women
“I’m just so tired of agreeing to meet with a financial advisor to get help with financial planning, having a good first meeting, being promised a financial plan, then getting into the second meeting and being pitched an annuity or whole life insurance policy.”...
by Lauren | Aug 5, 2020 | Business Owners, Charitable Planning, Investing, Tax Planning
Many people are interested in donating to causes that matter to them right now. If you are donating a significant amount to a charity you may want to consider donating appreciated stock, mutual funds, or ETFs instead of cash. Why gift away your capital gain? Unlike...
by Lauren | Apr 30, 2020 | Business Owners, Planning Process, Retirement Planning, Tax Planning, Working Women
What is a backdoor Roth IRA and who can benefit from one? If you earn too much money, you are not eligible to make a full Roth IRA contribution directly to a Roth IRA (over. However, there is a way around this. Some crafty accountants and financial advisors designed...
by Lauren | Apr 30, 2020 | 401k, Business Owners, Planning Process, Working Women
If you earned a lot of money in 2019 ($125,000 or more), you may have received an unpleasant surprise from your Human Resources Department or 401(k) Plan Administrator, telling you that your 401(k) plan failed testing and you will be receiving some of your...
by Lauren | Mar 24, 2020 | Business Owners, Tax Planning
Local businesses are on the frontline of the Coronavirus-induced sales slump. While this time may hurt our bottom line in the near future, we can use this slow period to build long-term value in your business. Here are some ways you can boost the value and efficiency...
