Keep a look out for your IRS Letters!
With all of the COVID relief legislation, tax season this year could get messy. Don’t be surprised if the IRS corrects your tax return and
January 11, 2022
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
With all of the COVID relief legislation, tax season this year could get messy. Don’t be surprised if the IRS corrects your tax return and
Some of our community have been asking for an update on the Build Back Better plan and the future for Mega Backdoor Roth’s and SALT
If 2021 was a low-income year, you might want to consider some last minute moves. Let’s say you started a business in 2021 and all
The Senate Finance Committee floated changes this week to the House’s Build Back Better plan for review in the Senate. It’s hard to say how
…have you maxed out your 401k ($19.500) and HSA ($3600 single / $7200 family)? If not, think about bumping up your contribution rate as high
WARNING: This is an advanced financial planning strategy. Do not attempt this on your own. Please seek the assistance of a financial planner or tax advisor.
When you’re in the rat race, it’s pretty impossible to control your tax bill. You get paid and your company reports it to the IRS
The market tanked over 600 points today. It was down almost 1,000 points at the low. Eek! One of my investing mentors used to say
If you’ve read FZ Daily the last two days, you’re up to speed on Biden’s tax plan and how to plan around it…sort of. If
If you missed yesterday’s email, got back read it first so you know what the deal is with Biden’s new tax proposal. Go ahead, we’ll