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Category Archives: Taxes

Which is better, a Traditional or Roth IRA?

Let’s start with the basics. IRA stands for Individual Retirement Account and just about anyone can open one. In order to contribute to an IRA you must have earned income. Traditional IRAs and Roth IRAs have many similarities, but there … Continue reading

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Posted in Financial Planning, Investing, Millennials, Personal Finance, Retirement, Taxes, Uncategorized | Tagged , , , , , , , , , | Leave a comment

File Jointly or Not?

For many married couples, filing a joint tax return is a good idea, but there are exceptions. In fact, over 90% of married couples file a joint federal tax return. Filing jointly can be convenient and often times there’s a … Continue reading

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Tax Planning for the Self-Employed

For some, self-employment is the American dream. An opportunity to be your own boss, to maintain a flexible work schedule, and oh yes, to establish a lifelong relationship with your accountant and other financial professionals. While there’s plenty of upside … Continue reading

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Posted in Financial Planning, Personal Finance, Retirement, Taxes | Tagged , , , , , , , | 1 Comment