Category: Taxes

How to optimize your HSA benefits in a dual-income household

Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in...
2021 Child Tax Relief Credit

2021 Child Tax Credits – For many families, our advice is to opt out

President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under...

Health Savings Account: Your Tax-Fighting Superpower

Health Savings Accounts Can Improve Your Retirement Plan Key Points Any financial plan covers living expenses in retirement, but a...

Joe Biden’s Tax Plan: Who Benefits?

The Average Working Family Could See Their Costs Decrease Key points Biden is proposing an expansion to the Child and...

Roth IRA Conversions Are Surging. Here’s Why

A Roth Conversion Could Benefit Your Business Key Points The pandemic forced many businesses to shutter. For business owners with...