Resources

Get The Christmas Experience Without Spending A Dime!

Get The Christmas Experience Without Spending A Dime!

Christmas is a time of year to get together with friends and family. It's also a time when we like to splurge on things like decorations, presents, and food. But if you want to have a great Christmas without breaking the bank, plenty of ways can be done! Here are six...

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The Tax-Deferred Bucket: What You Should Know 

The Tax-Deferred Bucket: What You Should Know 

The tax-deferred bucket is an investment account that allows you to defer paying taxes on the money you contribute. This means that you won't have to pay taxes on the money until you withdraw it. Common tax-deferred accounts include 401(k)s, 403(b)s, 457s, and IRAs....

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Understand and Optimize Your Taxable Bucket

Understand and Optimize Your Taxable Bucket

There are three basic tax buckets: taxable, tax-deferred, and tax-free. Another way to think of them is as "tax me now," "tax me later," and "tax me never." It's important to contribute to each bucket strategically to optimize your financial growth and long-term...

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The Problem With Social Security

The Problem With Social Security

Trust Math, Not Magic The best financial strategy is one that makes just as much sense as it does money. The closer you get to your goals, the more you should feel confident and secure. You don't need to understand every piece of financial minutia, but you do need to...

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The Dangers of “The Government Plan”

The Dangers of “The Government Plan”

If you haven't realized that tax will always increase, let this serve as a wake-up call to that reality. It has been quite clear least for the past 20 years that the day of reckoning is upon us, which is purely based on arithmetic and not a prediction. A huge cash...

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Save Now or Forever Lose Your Interest

Save Now or Forever Lose Your Interest

It sounds harsh when you read articles that tell you to save now or you're bound to lose out on some arbitrary but massive amount of money. The reality is, putting off a savings plan for any amount of time is harsh. So, why do so many people choose not to save early...

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Four Major Red Flags That Can Trigger an IRS Audit

Four Major Red Flags That Can Trigger an IRS Audit

The chance of the IRS auditing your returns is slim. A recent Treasury Department Report shows that IRS only audited 0.45% of individual returns in the 2019 fiscal year. Almost half of these returns are for filers that claimed the Earned Income Tax Credit. According...

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