Understanding the details of the student debt relief plan can not only save you money but help you sleep at night better.
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How To Properly Fund A Trust
Ensuring that you properly fund your Trust is essential to avoiding Probate and taking care of your loved ones.
Saving Taxes with Donor-Advised Funds
A Donor-Advised Fund is a very efficient vehicle that allows you to minimize your tax bill while maximizing your charitable giving.
Planning For Parental Leave Benefits
While everyone’s journey is different, there is one factor that most have in common: managing finances.
A Peek Behind The Curtain: Backdoor Roth IRAs
Understanding the various rules and tax implications of this strategy can help you reduce your tax bill, save for retirement, and avoid any surprises at tax time.
Can You Save For Retirement Without A 401(k)?
Just because a traditional 401(k) isn’t available to you doesn’t mean that you have no opportunities to save for retirement.
How To Write Off Your Car
Understanding the rules surrounding the business use of car deduction can help you save on taxes each year.
How Much Cash Do You Really Need?
While every situation is unique, it’s usually a good idea to be somewhere in the middle. Defining your goals and understanding your expenses can help you decide what is right for you.
Are Bonuses Really Taxed More?
Understanding the ins and outs of supplemental income and tax withholding rates can help you best prepare for your monthly budget and future tax bill.
Optimizing Investing Through Tax-Loss Harvesting
Whether you are working with a CFP®, robo-advisor, or managing yourself, tax-loss harvesting can help optimize your financial plan.