Insights

 

4 min read

Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals

Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax benefits available to self-employed individuals. If you’re...

Read More

1 min read

S2E6 | Merging Finances

“Go talk to a financial advisor. A lot of people see financial advisors as the people behind the...

Read More

1 min read

S2E5 | Life in 2030 Pt. 3

“The progression of technology is going to drastically change the economy. It's going to...

Read More

3 min read

What are Stock Options, and How Do They Work?

The first time you’re offered stock options, you may have no idea what to do with them—or even how...

Read More

1 min read

S2E4 | Employee Options & RSUs

“Do tax planning otherwise you're going to get a giant bill at the end of the year that you aren't...

Read More

3 min read

Bonds vs. Bond Funds: How They Differ and Which One’s Right For You

Bonds and bond funds may sound like slightly different versions of the same thing, but these...

Read More

2 min read

S2E3 | Life in 2030 Pt. 2

“One of the levels of financial freedom is the point where whether you get paid or not, you're...

Read More

1 min read

S2E2 | Raising Financially Responsible Kids

“We think the involvement of the child is pretty important when teaching them about finances. This...

Read More

4 min read

Matching Your Life Insurance to Your Phase of Life

As your life evolves, so do your life insurance needs. There’s no one “right” kind of life...

Read More

2 min read

S2E1 | Life in 2030 Pt. 1

“We've got to remember that although trends change and the epicenter of where the most people are...

Read More

Receive these articles by email. Join our newsletter list.