It’s been two and a half years since the COVID-19 pandemic began, and most of the country is up and running: students have returned to classrooms, people are traveling for
Why Do I Owe Money on My Taxes This Year?
As this year’s tax season comes to an end, we can’t help but notice that this was a really tough year for our clients and their accountants. So many have
Where to Start When You Have Stock Compensation
Before I became a financial planner, I worked in the corporate world. During my first annual review with one company, my boss told me I was receiving an RSU grant.
How to Prepare Financially for Divorce
Divorce is of course stressful emotionally, but also financially. We know that it is a difficult time to be making decisions regarding your financial future. But the fact remains that
How Does Tax Withholding Work? (or why don’t I get a refund like I used to?)
It’s summertime, and like me, I’m sure you know this is the perfect time of year to be thinking about your taxes. (Ok, seriously), I know you’re NOT thinking that,
Looking for a New Accountant? What to Ask Now
Tax season is here again, and for many of my clients, that means it’s time to reach out to your CPA – or to find one if you haven’t
The Difference Between Marginal and Average Tax Rates
You may have heard that the income tax rate on the highest earners is now 37%. Wow, does that mean if we make $500,000 we’ll pay $185,000 in federal income tax? Well, no. The
Business and Personal: Keep ‘Em Separated
Are you running your personal and business expenses out of the same account? If so, you are not alone. I find that many freelancers, independent contractors, or entrepreneurs make the
The Benefits of Benefits
“My new company gave me this big packet of benefits information. Should I sign up for the …” Health Insurance? Company 401K? Group Life Insurance? Long Term Disability Insurance? Long
