5 Steps for Handling an Unexpected Tax Bill
Did you just do your taxes and find out you owe way more than you expected? Don’t panic. There are several ways you can work to bring that hefty tax bill down.
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Did you just do your taxes and find out you owe way more than you expected? Don’t panic. There are several ways you can work to bring that hefty tax bill down.
On this week’s episode, Senior Investment Strategist at Wealthquest, Andy Bruns, joins James to discuss what the economic climate could look like in 2021.
Sometimes investment headlines can lead you to think that you’re missing out on something. But before you consider a new investment – ask yourself these questions to evaluate your risk tolerance.
Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time.
No one should have to navigate this process alone, so when it’s time to start thinking about Medicare, Andy and his team are there to guide you.
Sometimes financial guilt can be valuable. Like when you experience buyer’s remorse – you can learn from that mistake.
Our tax team put together an article to communicate how Economic Impact Payments (aka stimulus checks) could affect your 2020 individual income taxes.
On this week’s episode, James wants to know: what can we take into our “new normal”, and what should we leave behind?
A lot of us only think about taxes at the beginning of each year. But if you’re someone who’s required to pay more frequently – how you pay throughout the year can affect your tax return.
On this week’s episode, James explores the consequences of putting our grief on the back burner. If we let it sit for too long, will it burn?
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
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