Posts by Stephen Smalenberger, EA
[Video] Having Teaching Moments With Your Kids About Money
STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom pulled out my old bank. And it was through those lessons, through seeing Disney, through seeing mickey and her princesses that…
Read MoreWhat’s In Your Toolbox? (Part 4)
Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping: The Roth IRA was named after William Roth, a senator from the state of Delaware. He was the main…
Read MoreWhat’s In Your Toolbox? (Part 3)
In the last blog entry What’s In Your Toolbox? (Part 2), we learned about the various types of taxable accounts and how the investment growth is taxed when earned. Let’s turn our attention, today, to the next group of accounts in order to better understand the value these bring to our “toolbox” of options.…
Read MoreWhat’s In Your Toolbox? (Part 2)
The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great “tool” to have available. In the future, we…
Read MoreWhat’s In Your Toolbox?
Your accounts like tools in a toolbox, each serving a different purpose, allow you to accomplish a variety of goals in the best way possible. When you think about your portfolio, you often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc. What about you? What comes to mind when the word…
Read MoreCan I Change My Tax Outcome After Year-End?
Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.” You may be scheduling a time with your CPA or firing up a tax software on your computer. This may lead you to question what results you’ll find when the return is complete. Will you have…
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