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Retirement Planning: Stop Taking Deductions and Start Doing This

It isn’t what you make. It’s what you keep that matters. A penny saved is a government oversight, but the individual who understands the tax code the best keeps the most money. And your CPA probably isn’t that person. Accountants are not trained to help you figure out which deductions apply to your situation. At […]

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Your Disappearing 401(k) Retirement Fund

The Curious Case Of Your Disappearing 401(k) Retirement Fund… (And The 5-Word Solution To Make It “Re-appear”) The year was 2008 and for most people, who relied on their 401(k) as a source of their retirement nest egg, it was a terrible year. Many people lost 30, 50, even 70% of their funds in one […]

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