The Plan Wisely Resource Library

When we talk about taxes and investing, it helps to zoom out first. There are really three main types of investment accounts, and each one is taxed differently. First are tax-deferred accounts, like traditional IRAs…

Tax Season Tips The day is coming, Tax Day! Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you…

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you…

EPISODE SUMMARY The news is exhausting – markets up and down, press conferences, statistics and more.   Today, Erik Garcia and Jag have a simple, easy-to-understand conversation around the financial opportunities that may exist for…

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 with Roy Taylor, a partner…

  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 employ people, it is a…

It’s that time of year again.  And I’m not talking about Mardi Gras.  I’m talking tax season and it’s not nearly as exciting as carnival time. Every year there are a few questions and conversations…

  It’s tax time, and for some, it means a tax refund.  Make a plan on how to spend your refund before the money is in your bank account so you can avoid the temptation…