by Joey Loss, CFP® | Aug 4, 2023 | Financial Planning, Retirement Planning, Tax Planning
In the world of retirement contributions, many say the Roth is king. The Roth is a fantastic tool for building tax-free wealth. It’s also a great way to pass wealth to the next generation. Both Roth and Pre-Tax accounts have their time to shine. Playing the...
by Joey Loss, CFP® | Jun 21, 2023 | Financial Planning, Retirement Planning, Tax Planning
I married my best friend and the love of my life, Elizabeth, in March of this year (2023). Our wedding marks the beginning of an exciting new life chapter for us. It also marks our journey into one of the greatest wealth hacks around: Marriage. This post explores the...
by Joey Loss, CFP® | Jun 11, 2023 | Cash Flow Planning, Tax Planning
This blog post digs into something we all experience but may not fully understand – tax withholding and tax refunds. Here are the questions we’ll answer: What is tax withholding? How is my tax withholding determined? What happens if my tax withholding is too...