by Jonathan Bill | Jul 11, 2023 | Retirement
A lot of people are not putting enough away for retirement. Numerous studies bear this out. For example, 55% of Americans are behind on saving for their golden years, according to reporting from CNBC. A National Institutes of Health paper says research suggests...
by Jonathan Bill | Jun 8, 2023 | Biz Taxes
Now that tax season has come and gone (unless you filed an extension), it’s a good time to assess the amount of income tax withheld from your paycheck. In fact, any time there is a major change in your overall tax situation, withholding amounts should be examined. For...
by Jonathan Bill | May 3, 2023 | Tax Season
Many Americans give to charitable causes, but very few know about or take advantage of a powerful giving tool called a donor advised fund (DAF). DAFs offer several tax benefits that you should be aware of. Let’s start with the basics: A DAF is a tax-deductible...
by Jonathan Bill | Mar 27, 2023 | Small Business
Don’t be passive about your accounts over $250K The collapse of Silicon Valley Bank (SVB), followed closely by Signature Bank, earlier this month has a lot of small businesses and startups doing some self-reflecting on the way they manage their finances. Many...
by Jonathan Bill | Mar 14, 2023 | Tax Season
Middle and lower-income workers can earn free money through a little-known tax credit called the Retirement Savings Contributions Credit, the Saver’s Credit for short. This is a great way for you, or maybe for your adult children, to save for retirement, and get some...
