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Category: Tax Planning

34 results found
article

Mutual Funds vs. ETFs: What Are the Tax Implications in a Taxable Account?

ETFs and mutual funds look pretty similar, but they have a few distinct differences. Does it matter if you invest…

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episode

9 Things You Need to Do Before 2023 Ends!

It is never too early to start thinking about financial decisions you may need to make before the end of…

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article

Is Entrepreneurship the BEST Way to Become a Millionaire?

Becoming an entrepreneur can be a great way to earn income, but starting a business can come with many bumps…

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faq

How Do I Know What Tax Bracket I Am In?

We have great resources to help people understand tax brackets. When determining a person’s taxes, there are a couple of…

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article

Why You Shouldn’t Focus on Your Effective Tax Rate

In this highlight, we discuss why you shouldn’t focus on your effective tax rate and how you should approach this…

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episode

How to Save Thousands of Dollars in Taxes in 2024

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes!…

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article

TurboTax vs Hiring a CPA: Which Should You Choose?

When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo…

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episode

Do These 4 Things with Your Finances BEFORE 2023!

There are unique financial opportunities available at the end of the year – especially this year with the market down.…

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episode

Loss Harvesting: Why Wealthy People Love It (And You Should Too!)

Tax-loss harvesting: what is it and should you be doing it? In this episode, we’ll cover everything you need to…

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