When thinking about retirement, you should make sure to have a clear understanding of savings vs. income. When thinking about retirement, many think about a particular savings amount that they […]
With the passage of the SECURE Act in December 2019, current and future retirees can expect to see significant changes which are likely to impact their tax planning for retirement. […]
EPISODE SUMMARY More and more entrepreneurs are working for themselves and focusing on the “Gig Economy.” However, this can have far-reaching tax implications. Today, Erik Garcia and Jag sit down […]
In this bonus episode, Erik has a conversation with Roy Taylor CPA on his thoughts on 1099ing vs w2ing your staff. The context is Insurance Producers, but if you […]
An increasing number of employers offer 401(k) plans for their employees. It’s estimated that the average employee will have 10 jobs before they hit 40 years old. This means that […]
The retirement age of 65 was chosen for Social Security at a time when average life expectancy was 67. Overall, life expectancy has trended up since then, so it should […]
When it comes to retiring early, some of the benefits are obvious. You get to live your life without the constraints of work, and you are able to pursue your […]
Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily […]
Planning for retirement sometimes is filled with numerous preparations. One step at a time you put your life and your finances in order so that the remainder of your years […]
Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or […]
