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Here's What We Think

Do you make a "dangerous" amount of money? Thumbnail

Do you make a "dangerous" amount of money?

Making a "dangerous" amount of money is a real thing. If your income in 2023 was in the $150,000-$750,000 range you want to continue reading. If you're making $75k-$80k you probably have to have a pretty good handle on how much you're spending, how much you're saving and what is left over each month because you have to. There's not so much "extra" and so it requires you to be extra diligent about how you are spending your money (even more so if you're committed to a savings goal).

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2 Minute Tutorial On S Corps, LLC’s, Sole-Proprietorship And Some Retirement Account Options From A Planning Perspective Thumbnail

2 Minute Tutorial On S Corps, LLC’s, Sole-Proprietorship And Some Retirement Account Options From A Planning Perspective

I often get asked about S Corps, LLC’s, Sole-Proprietorship and retirement account options and how they impact a small business owner from a planning perspective. First off, we are not CPA’s or Tax Attorneys focusing on business structure. That’s not a boring compliance disclaimer, but its’ actually important to realize that this is not just a tax decision but a legal and protection one.

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Are You Maximizing The Benefits Of Your Health Savings Account? Thumbnail

Are You Maximizing The Benefits Of Your Health Savings Account?

I've found in recent client meetings - there's widespread confusion about how High Deductible Health Plans and Health Savings Accounts work. Today I want to share how to best to use the HSA’s benefits for maximum long term success. Many high earning professionals are missing out on valuable tax benefits by not steering their HSA balances toward long-term investments!!

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