by Daniel May | May 29, 2023 | Blogs, Financial Planning, FYI by FTE
While tax season is over for most of us, it is never too early to start thinking about next year. If you owed more taxes than you thought, or didn’t get the tax refund you were hoping for, take a look at some of these lesser-known deductions and credits that not...
by Money Guy | Apr 25, 2023 | Blogs, Featured, Podcasts
Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes! Planning out your tax strategy in advance can save you time and money on your taxes. In this Q&A, we’ll discuss the line items on your return to pay attention to...
by Money Guy | Apr 16, 2023 | Ask the Money Guy, Blogs, Financial Planning
When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts? In this highlight, Brian and Bo discuss how to approach your investments and take advantage of this strategy. For more information on this topic,...
by Daniel May | Apr 13, 2023 | Blogs, Financial Planning, FYI by FTE
This article was originally published in November of 2022. Not everyone gets excited about annual IRS inflation adjustments, but there are some reasons to be excited for next year’s adjustments especially, as they are the largest in years. While everyone would...
by Money Guy | Mar 27, 2023 | Ask the Money Guy, Blogs, Financial Planning
When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo give some insight on how to know if you should hire a professional to do your taxes or file them yourself. Ever wonder what the highly trained professionals use to tax...
