Tax Strategies for the end of the year

Tax Strategies for the end of the year

Many Tax strategies require you to act before December 31st of the Tax year, not April 15th of next year. So, time is running out if you are thinking about Tax Planning. Today, I will explain the 3 most important factors to consider – in order to implement...
How to choose a Financial Advisor

How to choose a Financial Advisor

Looking to work with a new financial advisor? Today, I will tell you the three most important questions you must ask before hiring one. Question #1: Ask your financial advisor – how he or she is getting paid If they say “Fee-Only”, that means they have no conflicts of...
What to know about ROTH conversions

What to know about ROTH conversions

Are you debating if you should convert some of your Traditional IRA money to a ROTH IRA this year? Today, I will tell you three very important factors to consider before making the decision. So, here are the three factors to consider before committing to a ROTH...
How to prioritize HSA vs 401K?

How to prioritize HSA vs 401K?

  Last week, I talked about the tax benefits of Health Savings Accounts. Today, I will answer a very common question asked about HSAs How do you prioritize saving in an HSA vs saving in a 401K? So, here is the question: Let’s say you are eligible to...