by Michael Holloway | Aug 1, 2021 | Taxes, Wealth Management
Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in for your family, but you also have more consumers in your family. Staying informed about changes to dual-income household tax and benefits regulations is essential. One... 
by Jason Deshayes | Jul 10, 2021 | Taxes
President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under 18, you may see this tax credit hitting your account next week. Many of our clients are wondering if they should keep accepting stimulus money. In this... 
by Michael Holloway | Jan 12, 2021 | Taxes
Health Savings Accounts Can Improve Your Retirement Plan Key Points Any financial plan covers living expenses in retirement, but a better plan leaves room for unexpected healthcare needs. Determining if you are eligible for a Health Savings Account can seem confusing... 
by Jason Deshayes | Sep 29, 2020 | Taxes
The Average Working Family Could See Their Costs Decrease Key points Biden is proposing an expansion to the Child and Dependent Care Credit, which currently gives caregivers a tax credit to offset the cost of care. Given what we know about Biden’s tax plan so... 
by Jason Deshayes | Jun 4, 2020 | Investing, Taxes
A Roth Conversion Could Benefit Your Business Key Points The pandemic forced many businesses to shutter. For business owners with taxable loss, a Roth conversion could be a way to rebound. Just because conditions are favorable for a Roth conversion doesn’t mean that... 