The start of a new year comes with a variety of changes that can impact your retirement savings programs, perhaps most notably, the contribution limits for several important retirement vehicles. With this information, you can prepare for your retirement savings in the year ahead. While these details can get a little mundane, the more we…Read More
EP 131 | Profit Boss® Radio Welcome to episode 131 of Profit Boss® Radio! In this week’s episode, I am providing you with tips on how to hire a financial advisor. Why now? Well, because January and the first quarter of the year is a very popular time for people to get their financial house…Read More
EP 126 | Profit Boss® Radio 2018 is almost over and it’s the first year of the new Tax Cuts and Jobs Act that dramatically overhauled our tax code as we know it. So, what do you need to know? And what things should you make sure you address before year-end? I’m going to cover…Read More
It may not be tax season but that doesn’t mean you can’t start preparing for next season right now. Especially with 2018 taxes being the first year under the Tax Cuts and Jobs Act (TCJA), there are plenty of changes that could leave you paying a higher tax bill if you don’t plan early. The…Read More
The tax deadline is next Tuesday, April 17th for most Americans. As much as we love our country, tax time with Uncle Sam is another story. It can be stressful, time-consuming, and feel like a hassle just to get your returns filed, mailed, and paid on time. What if instead of feeling frazzled and fed…Read More
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