by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Apr 23, 2024 | 401(k), High Net Worth, Insight, Retirement Accounts, SEP IRA, Taxes
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed Search for: Being self-employed is never easy. Thinking about your retirement and associated retirement accounts is often an afterthought. But contributing to a retirement account is still critical. Two...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Mar 25, 2024 | High Net Worth, Insight, Taxes
To S-Corp or Not to S-Corp Search for: When starting a business, owners often face the dilemma of which corporate structure to use. For smaller businesses, particularly those with only a single owner, the first three options that come to mind are operating as a sole...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jan 22, 2024 | Employer Sponsored Accounts, Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, IRA/Roth IRA, Retirement Accounts, Taxes
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances Search for: Not surprising that improving finances are a top new year’s resolution by respondents in a Forbes Health/OnePoll survey. Understanding federal policy updates that can impact your...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Nov 20, 2023 | Financial Planning, Insight, Taxes
Year-end Tax Strategies Search for: Before your brain goes full holiday-mode, as the year draws to a close, it’s time to consider some savvy end-of-year tax strategies. While it’s always better to plan throughout the year, here are two such strategies: tax loss...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Feb 14, 2023 | Financial Planning, Insight, Taxes
Last Minute Money Moves in 2023 To Help With 2022 Finances Search for: Tax filers are getting a few extra days this year since April 15th falls on a Saturday and Monday the 17th is a holiday in certain jurisdictions. So, taxes are due Tuesday, April 18th. There is...
