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Maximize Your 2024 Tax Savings Before It’s Too Late
Before filing your 2024 taxes, take advantage of last-minute moves like IRA, HSA, and 529 contributions to lower your tax bill. Don’t miss t
Molly Jordan
Mar 25
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Tax-Smart Giving and Planned Giving Seminar
Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church. Tax-smart giving topics:...
Michael Dayoub
Mar 3
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High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.
Wayne Jordan
Oct 31, 2024
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How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
Wayne Jordan
Jul 24, 2024
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Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
Molly Jordan
Nov 15, 2023
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Wondering which retirement plan is right for your small business?
Small business retirement plan comparison.
Molly Jordan
Jul 26, 2023
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Spend down your IRA so it's not inherited?
Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...
Michael Dayoub
Jun 15, 2023
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How does a rental property get taxed?
A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...
Wayne Jordan
Jun 15, 2023
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Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
Wayne Jordan
Jun 7, 2023
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Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
Wayne Jordan
May 11, 2023
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