Tax Prep or Tax Plan?

Tax Prep or Tax Plan?

Your tax preparer is helping reduce your taxes this year: Bigger refund or pay less taxesMore money in your pocket todayThey want your business again next year Who is planning your lifetime taxes? Postponing your taxes today may cost you dearly in...
Your IRS Tax DEBT

Your IRS Tax DEBT

You go into IRS Tax DEBT every time you contribute to your 401k, IRA, 403b, or SEP. When you take out a loan and go into DEBT, do you know? Interest ratePayment termsPenalties When you make a 401k, IRA, 403b, or SEP contribution and go into DEBT with the IRS for taxes...
Share Your $ With the IRS

Share Your $ With the IRS

This circle represents all your retirement assets. What % do you want to share with the IRS in retirement? Most Americans are “set-up” to share 30-40%, and they don’t even know it! Ready to move your needle? Let’s talk. Remember, You Can Live Tax-Free in...
529 and the Death of Your Miracle

529 and the Death of Your Miracle

Einstein’s miracle of compound growth only works when it is UNINTERRUPTED. You diligently save for your child’s college education. Just when the compounding really takes off, you transfer your miracle to the college or university. “Compound growth…he who...