Get 7% On Your Cash
Cash is trash, but I-bonds are gold. Why earn 0% in the bank, when you can earn 7% in I-bonds?
How To Maximize the Benefits of Your Charitable Donations for Your Chosen Charity - And Yourself
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
If You are 50 or Older You May Be Able to Contribute 33% More to Your 401(K) This Year
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
Stock-based benefits can be wonderful tools of wealth creation. With more companies offering them than ever, it's essential to understand the nuances of each type to maximize your benefits. Here we cover RSUs.
3 Reasons Doctors Should Have Cash Balance Plans
All physicians should consider adding a cash balance plan to their practice. Contributions of up to $200,000 per year for a 45 y/o doctor are tax-deferred and tax-deductible. The plans also serve as a great recruitment tool.
Tax Strategies if You Have a Great Year
Did you have a great year at work? Crush your sales goals? Receive a larger bonus? Maximize tax deductions and get the most out of your return. Here's how.