Insights
High Net Worth
I Bonds – Time to Revisit That Investment?
I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in 2021/2022, there came a point when the interest rate on an I Bond...
SEP IRA vs. Solo 401(k): Retirement Savings for the Self-Employed
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 popular (non-exhaustive) options that self-employed people can use to access...
To S-Corp or Not to S-Corp
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 proprietor, a limited liability company...
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances
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 finances earlier in the year can set you up for better financial success throughout 2024...
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