Your Financial Plan
[Video] Tax Reform Sunset
STEPHEN & MICHELLE SMALENBERGER, EA® & CFP® Tax planning is all about looking forward. What is going to be happening in years to come. Tax legislation thought is a very different topic because it changes or it stays the same until it changes. In 2018 we had the tax cut and jobs act,…
Read More[Video] Charitable Contribution Grouping
STEPHEN SMALENBERGER, EA® There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are…
Read More[Video] Don’t Let Tax Reform Changes Surprise You. Plan Now!
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
Read More[Video] The Benefits Of Changing Jobs
[Video] The Benefits Of Changing Jobs ROBERT STOLL, FP®, CFA® [Length: 1:37 Minute Video] Let’s talk about your career and what the benefits of changing jobs might be for you. A lot of career experts will say that changing your career jobs on a regular basis is not only good to help you advance your…
Read MoreDoes It Pay To Switch Jobs?
Does It Pay To Switch Jobs? It’s an age-old debate: Are you better off from a career standpoint staying at one company for the long-term or switching jobs occasionally? Fortunately, we have some interesting data on wage growth that can help inform the debate! The Federal Reserve Bank of Atlanta publishes a data series that…
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