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  • Beware of Emotions Affecting Your Money Decisions

    May 25th, 2017

    Today’s impulsive moves could breed tomorrow’s regrets.

    Read more
  • What Are Your Odds of Being Audited?

    May 18th, 2017

    They are low, unless you show the I.R.S. some conspicuous “red flags” on your return.

    Read more
  • The Rough Consequences of Not Saving for Retirement

    May 12th, 2017

    Do you really want to risk facing these potential outcomes?

    Read more
  • The Fix: Solo 401(k)s Provide Big Opportunities for High Earners

    May 4th, 2017

    It’s surprising how little Solo 401(k)s are utilized considering the impressive benefits they can offer, particularly to high-income business owners. Instead, they continue using SEPs, SIMPLEs, and traditional IRAs when strategic use of Solo 401(k) could save them thousands (and help them save thousands more).

    Most accountants recognize this opportunity, of course, and we often work in tandem with them to help them better serve their clients. Consider this example…

    Read more

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