Use Your IRA to Lower Your Taxes

The easiest way to lower your tax rate is to become a billionaire, but if that’s not in the cards right now there’s a little trick you might want to try instead: use your IRA to move into a lower tax bracket! If you have an Individual Retirement Account (an IRA, and as financial professionals we highly recommend that you … Read More

7 Ways to Save Money as a Small Business Owner

When you’re launching a new business, there are so many things to think about, plan for, and keep track of. Sure, it’s a lot of work, but there’s also a lot to look forward to. Some of the best aspects of being in business for yourself are being able to shape the vision and purpose of your company, creating a … Read More

What to Do if You’re Audited

The dreaded tax audit. It conjures up images of combing through archives of receipts and tax records to plead your case… but is it really that bad? In this article, we’ll look at why you might be audited, and what to do if you are. First, let’s talk about your chances of being audited. Less than 1% of the population … Read More