Posts by Steve Smalenberger
12 Tax Things to do Before 12/31 [Video]
Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.
Read MoreBe Proactive: Tax Analysis [Video]
One question we hear a lot from those who are self-employed and doing some type of payroll is: “How do I balance my taxes and save for the future?” For this let’s discuss your tax analysis… Let’s go through an example so I can show you some of the mechanics of how a…
Read MoreFinancial Independence Day [Video]
What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.
Read MoreNo Income Tax in These States [Video]
States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?
Read MoreWhat Can I Do With My RMD? [Video]
An RMD comes from accounts like 401(k)s and IRAs. Let’s see how an RMD is calculated, taxed, received and ultimately used.
Read MoreRequired Minimum Distribution: You’re 72… Now What? [Video]
Required Minimum Distribution (RMD). Let’s walk through some of the mechanics of this so you feel knowledgable and educated about RMD’s.
Read More