Wondering about capital gains tax but not sure where to begin? Unlike income or sales tax, capital gains tax is a complex tax concept that can be difficult to grasp at first, but like any savvy investor knows it's important to be familiar with it as it can impact your finances significantly! In this short video, we will cover the basics of capital gains tax, what it is, how it works and how it might help you.
Are you a parent? If so, it’s natural to want to support and provide for them. Part of that is helping them develop healthy boundaries with money! It's important for both your own financial stability and your children's financial independence and relationship with money in the future.
The first quarter of 2023 gave us so much to talk about.
Large banks have been making big news lately. On the heels of these fresh events, we wanted to talk about the benefits and drawbacks of banking with a local, smaller community bank.
The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 and made big changes to accessibility to 401(k) plans for part time workers. Check out our most recent video to see what those changes are.
Small business owners can benefit from offering SIMPLE IRA retirement plans to their team. Not only does adding a retirement plan to your employment package help attract and retain 5-star talent, but there are additional perks as a business owner compared to more complex retirement plans. Check out our quick video below to review the main takeaways from the plan and how they differ from traditional IRAs.
