Should I Have A Single Person S-Corporation?
The 2018 tax season is here! We are finally going to see the effects of the tax law change at the end of 2017. And as you can image, lots…
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Helping You Understand and Improve Your Finances
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12 Financial Tasks for the 12 Months of 2019
I love the clean slate the New Year offers. None of us have messed up yet in 2019! What a great feeling. But how do you keep that winning streak… -
Your Year-End Checklist
I love a good checklist. I started the year with one to keep you on track, so it seems fitting to the end the year with one as well. Before… -
Is Leasing a Car Right for You?
There are some personal finance debates that will be around forever: Should you by a home or rent? Is term or permanent insurance a better deal? And here’s one that… -
Single-member LLC or S-Corp? Finding the right business structure for your one- or two-person business
Do you manage a one- or two-person business? You may want to re-evaluate the way you structure your business in 2019, as new tax rules change the incentives for very… -
Test Yourself: Are You Ready To Be The Next Millionaire Next Door?
Originally appeared on Forbes.com When I first started learning about how money works, I read every money management book I could get my hands on. One of my favorites was… -
Three Insurance Supplements You Should Have in Your Plan
Since it’s open enrollment time, I wanted to remind you of some insurance supplements that you should keep in mind. The fundamental five – health, car, life, disability and home… -
Making the Most Out of Your Open Enrollment
I can’t believe it’s November already. That means it’s time to gear up for the end of the year. You’ll want to make sure all of your 2018 to-dos are… -
Exciting BTF News!
Hey all, Sorry it’s been a few sporadic weeks for my posts. September and October are conference season for us financial advisors. So I’ve spent three of the last four… -
The Business Owner’s Guide to the Qualified Business Income Deduction
Are you eligible for a 20 percent business income deduction this year? The qualified business income (QBI) deduction is one of the most intriguing elements of the Tax Cuts and… -
Start Your Travel Rewards Planning Now
Ahhh…September. Labor Day marks the unofficial end of summer. The kids get back to school. The weather begins to change. And we gear up for the holidays. While summer vacation… -
Maximizing Your Home Office Deduction
Working from home is awesome. The commute is short, you don’t have people dropping in to chit chat and depending on the day you may not even have to shower.… -
What Do Financial Advisors Actually Do?
This article first appeared on Forbes.com What do I do for clients? I’ve run into this question a lot lately, and I understand why it comes up. The term “financial advisor” can mean lots of different things—different…