by Money Guy | Feb 25, 2023 | Ask the Money Guy, Blogs, Financial Planning
There are lots of efficient ways to give your money. In this highlight, Brian and Bo give some insight on some options you might consider when opening a charitable giving account. For more information on charitable giving, check out our highlight called, “How to...
by Daniel May | Apr 21, 2022 | Blogs, FYI by FTE, Retirement
Once you enter retirement, you may not spend as much as you did while you were working. Even if you spend the same amount as you did while working, you would not need to replace 100% of your pre-retirement income, as you no longer need to save for retirement (and you...
by Money Guy | Nov 20, 2020 | Blogs
Taxes are an unavoidable part of life, but there are ways to lower your tax burden. In 2020, there was a plethora of new legislation and law changes that could change your next tax bill. It’s important to know how those changes affect you and how to optimize your tax...
by Money Guy | Dec 6, 2019 | Blogs
More than half of all Americans donate to charity each year, and the average amount donated is over $2,500. If you donate to charity throughout the year, you need to make sure you’re doing it in the most tax-efficient way possible. What do you need to know before you...
by Money Guy | Dec 6, 2019 | Featured, Podcasts
You don’t want to get stuck with a big tax bill! Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We use these strategies for ourselves and our clients and, in this...
