by Lauren | Apr 18, 2021 | Business Owners, Planning Process, Working Women
Does your money reflect what’s important to you? Many people have an uncomfortable relationship with money because their money is not aligned with what they value. Our clients are looking for ways to use their money so they can live a meaningful life and perhaps leave...
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
Did your 401(k) plan at work fail testing? Now you may be unpleasantly surprised to receive your 401(k) plan savings returned to you. If you earned a lot of money in 2020 ($130,000 or more), you may have received an unwelcome notice from your Human Resources...
by Lauren | Mar 24, 2020 | Business Owners, Tax Planning
As a business owner, you’re always busy. It’s easy to focus on putting out fires instead of working on your business. Unfortunately, not knowing your numbers is probably costing you a lot of money. A well-run business is both more profitable in the short...
