If you’re a small business owner, especially someone with an LLC or sole proprietorship, you’ve probably asked this at least once: “Am I getting taxed twice when I take money out…

As a small business owner, you’re probably juggling a dozen things on any given day — marketing, sales, customer service, and everything in between. With so much to manage, it’s…

Tax season rolls around every year, and with it comes the inevitable question: should you do your own taxes, or is it time to hire a CPA? While some people…

Inheriting an IRA can feel confusing, but it doesn’t have to be. I’m here to simplify the process so you know exactly how to set up an inherited IRA, move…

As the start of a new year approaches, the IRS has announced an update that could affect your retirement planning. These changes extend the timeline for the new Roth catch-up contribution…