Navigating Estimated Taxes: A Simple Guide to Avoiding Surprise Tax Bills At some point, you might find yourself facing the need to pay estimated taxes. Whether you’re newly self-employed, have picked up a lucrative side gig, or your retirement income...
What to do With Your Old 401k The investment landscape is littered with old 401k accounts. Let’s talk about something many of us are guilty of: leaving behind old 401k accounts like forgotten toys from our childhood. Ever worked at a company, diligently set...
Navigating the Art of Gifting: Understanding Tax Implications and Smart Strategies Picture this: It’s a warm Sunday afternoon, and you’re surrounded by the familiar buzz of a family gathering. As the sun streams through the window, Grandma pulls you aside...
Why The 4% Withdraw Rule is Wrong Imagine retiring with peace of mind, confident that your savings will last. The 4% withdrawal rate rule promises just that. But is it foolproof? Once you begin to think about retirement, you will stumble upon the 4% withdrawal rate...
