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Wayne Jordan
Oct 30, 2024
High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.
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Wayne Jordan
Jul 24, 2024
How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
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Molly Jordan
Nov 15, 2023
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
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Molly Jordan
Jul 26, 2023
Wondering which retirement plan is right for your small business?
Small business retirement plan comparison.
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Michael Dayoub
Jun 15, 2023
Spend down your IRA so it's not inherited?
Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...
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Wayne Jordan
Jun 15, 2023
How does a rental property get taxed?
A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...
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Wayne Jordan
Jun 7, 2023
Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
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Wayne Jordan
May 11, 2023
Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
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