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Cryptocurrencies and Taxes

Cryptocurrencies and Taxes

Finances, Investing, Taxes

It is hard to argue with the fact that cryptocurrencies have gone mainstream the last few years. While different versions and concepts for a digital currency go back decades, the modern movement generally started with bitcoin in 2008. Today there are hundreds of...
A 3-Part Guide to the Backdoor Roth IRA

A 3-Part Guide to the Backdoor Roth IRA

Personal Finances

Have you ever heard the term “Backdoor Roth” before? Sounds mysterious, maybe even a little sketchy right? Every year it comes up in an article in any number of financial publications like Forbes or Morningstar and is often portrayed to be some super-secret new idea...
End of Year Tax Planning

End of Year Tax Planning

Taxes

Who’s ready for 2020 to be over? It would be nice to put elections and quarantines behind us for a change and discuss something more enjoyable…like taxes. Ok, we can appreciate that with the end of the year and more holidays approaching this might not be top of your...
How to Navigate Open Enrollment at Work

How to Navigate Open Enrollment at Work

Retirement Planning

Open enrollment season is almost upon us! It is that exciting time of year when you devote three minutes to glancing at a benefits packet before deciding there is something more interesting you’d rather be doing. Even though our financial lives change all the time,...
How Protected are Your Retirement Accounts?

How Protected are Your Retirement Accounts?

Retirement Planning

Retirement accounts have many benefits. We are often discussing the tax advantages of contributing to pre-tax retirement accounts or taking tax-free distributions from Roth accounts. They provide a great way for the average investor to save and grow their money more...
Navigating Mortgages

Navigating Mortgages

Personal Finances

One of the most expensive things most people will ever buy is their home. For a few entrepreneurs, it might be a business, and for a few others it could end up being a college diploma, but by and large, it is a home that is our largest purchase. Despite this fact,...
Thinking About Starting a Business?

Thinking About Starting a Business?

Entrepreneurship

Have you ever considered going into business for yourself? There are lots of reasons to explore starting your own business. Maybe you are looking for more flexibility in your life. Maybe you want to earn more income than your current job would pay. Maybe you have a...
How to Sin a Little in the Stock Market

How to Sin a Little in the Stock Market

Finances

No one wants to be boring, and financial advisors are no exception. Yet day after day we create plans for people to save more, spend less, be diversified, and protect themselves from risk. Truth be told, it can look like a boring path. We get it. Talking about paying...
Understanding Risk

Understanding Risk

Personal Finances

Risk can mean different things to different people. Most define risk as the possibility of loss. Note that we said possibility, not probability. Understanding the difference is key to how we make decisions about risks we face, but it can also be really hard to do. How...
Spending Habits & Lifestyle Creep

Spending Habits & Lifestyle Creep

Personal Finances

Major life changes are frequently a trigger for changes in spending habits. Traditionally that has been associated with a change in work, marital status, or the number of people we are financially responsible for (increasing for births or decreasing for older children...