Skip to site content

Tag: taxes

79 results found
episode

Use Whole Life Insurance to Avoid Estate Taxes?

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

View Post

episode

How to Maximize Your Charitable Giving Under 2018 Tax Changes

In this week’s episode of The Money Guy Show, we talk about ways you can align your Army of Dollar…

View Post

episode

The GOP Tax Plan: What Does It Mean for Your Tax Bill?

  With the Tax Cuts and Jobs Act of 2017 (TCJA) taking effect on January 1, most people are wondering…

View Post

article

Tax Reform: Tax Planning Opportunities to Take Advantage of Before and After TCJA Starts

Tax reform was passed into law before Christmas this year, and it has people all across the country scrambling to…

View Post

article

Here’s Your Tax Filing Day Checklist: Make Sure You Do These 6 Things

April 18 is coming fast, and if you haven’t filed your tax return yet, here are some quick things you…

View Post

episode

The Best Investment That Only 20% of Investors Have

Prepare to get a little nerdy with us as we dissect index funds, and why they are the best investment…

View Post

episode

10 Huge Tax Mistakes You Don’t Want To Make

With over two decades of tax preparation experience, this Money Guy Show episode shares tax preparation tips that you've probably…

View Post

episode

How to Build a Better Retirement in 2017

It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward…

View Post

article

Post-Election Finances: What to Do Now About Your Finances

It is quite normal to feel a certain amount of angst about your personal finances after such a contentious presidential…

View Post

episode

All You Need To Know About ABLE Accounts

The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal…

View Post