Many of our clients who own a home ask about the smart use of debt to maximize the growth
How Much Should You Contribute to Your 401(k) or TSP? A Comprehensive Guide
If you work for a private employer that provides employee benefits, you may have access to a 401(k) plan to help you save for retirement.
FERS Retirement Planning 101: The Top Components of Your Retirement as a Federal Employee
If you’re a federal employee, you’re probably at least heard of the Federal Employees Retirement System (FERS).
How to Sell Your Business Part 2: Explore Your Business Selling Options
In our first blog in this two-part series on how to sell your business as a small business owner, we discussed general preparations
The Hidden Costs of Waiting to Refinance Your Mortgage
The Federal Reserve’s recent quarter-point rate cut brought mixed news for homeowners: while borrowing costs have dipped, additional rate
How to Sell Your Business: Part I – Choosing Your Exit Strategy and Preparing for Sale
As a business owner, you’ve poured countless hours, effort, and passion into starting and growing your business
Financial Planning for Divorce 101: What to Do Before, During, and After Divorce
Going through a divorce can be one of life’s most challenging transitions. The financial complexities involved in the process don’t make it any easier.
Top 5 Strategies to Reduce Taxes as a Business Owner
As a business owner, you’ve probably put in a lot of effort to start, grow, or sustain your business. So it’s no wonder you want to maximize your bottom line and use whatever strategies might be available to reduce your taxes.
Maximizing Your Charitable Giving: Charitable Contribution Limits and Strategies for 2024
This article explores charitable contribution limits for 2024 along with a range of other charitable giving strategies
