Written by: Derek Melvin As we approach everyone’s favorite season, tax season, there will be many items to gather and complete ahead of the tax filing deadline of 4/15/2024 for 2023. One item that sometimes gets forgotten when putting together your tax filing...
Written by: Corey Janoff We get a lot of questions from business or practice owners and self-employed individuals about ways to save on taxes. Assuming they are putting the maximum allowed into a 401(k) (many are not), a cash balance defined benefit pension plan can...
Written by: Derek Melvin As we turn the calendar to another year, it is common for many to begin setting goals for the year to come and improvements they want to make in their lives moving forward. Naturally, finances are typically at the top of the list. “Spend less...
Written by: Derek Melvin With the year 2023 coming to an end, these next few weeks will be spent reflecting on the year that was and beginning to look ahead for what is in store for us in 2024. In the financial industry, you will begin seeing many articles come out...
Written by: Corey Janoff With Thanksgiving right around the corner, many of you are likely starting to prepare your Thanksgiving feast. If you are looking for tips on how to make your meal delicious without breaking the bank, then you have come to the right place!...
Written by: Derek Melvin The New SAVE Plan This month, federal student loan repayment and interest will begin after more than a 3-year pause. I know, it was a nice run we enjoyed, yet it had to end at some point. With federal forbearance coming to an end, plans for...