Am I saving too much in an emergency fund?
Back in 2020, when the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — assuming there was a fund at all. Now, three years …
Certified Public Accountants + Advisors
Back in 2020, when the COVID-19 pandemic first hit, many people’s emergency funds were suddenly put to the test — assuming there was a fund at all. Now, three years …
A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community …
Nonqualified deferred compensation (NQDC) plans allow participants to set aside large amounts of tax-deferred compensation while enjoying the flexibility to schedule distributions to align with their financial goals. However, the …
The term “sandwich generation” was originally coined to describe baby boomers caught between caring for their aging parents and their children. These days the term applies to whichever generation is …
If you’re planning to sell capital assets at a loss to offset gains you realized during the year, beware of the “wash sale” rule. Under this tax rule, selling stock …
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