James Brewer
(Last updated August 10, 2023) When we think about what it means to be rich, we often think about both income and wealth. High-earners like doctors and lawyers might be considered rich. But so are people with a lot of money in the bank or a big house. But when it comes to financial planning,…
For most of us, saving for retirement is done via some kind of employer-sponsored 401(k). We may also have an individual retirement account (IRA) of some kind. Traditionally, these are both tax deferred accounts, meaning you contribute the money income-tax free, and then pay taxes later when you withdraw it. Let’s take a closer look…
James Brewer
Getting a tax refund is exciting — who doesn’t love extra cash? But that check from the government can actually be harmful to your financial health. In fact, a refund is often a sign that something is amiss in your financial plan. The fallacy of the benefit of a fat tax refund You may hope…
Many people think tax planning occurs around April 15 when what they are actually thinking of is tax preparation. The best time to start tax planning for 2014 was January 1, 2014, and not April 15th of 2015. Many of us are used to focusing on meeting deadlines. You might buy one of the popular…
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