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Tag: taxes

article

The 3 Bucket Strategy: How Much Should You Invest in Each Bucket?

When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…

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article

The IRS Just Announced 2023 Tax Changes!

This article was originally published in November of 2022. Not everyone gets excited about annual IRS inflation adjustments, but there…

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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

Financial Planning 101 (By Age) 2023 Edition

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this…

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article

Are Target Date Retirement Funds Still a Smart Investment?

Target date retirement funds, in particular target date index funds, can be a great set-it-and-forget-it investment option for younger investors…

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article

How to Save Money on Taxes

Taxes are an unavoidable part of life, but there are ways to lower your tax burden. In 2020, there was…

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episode

Top 10 Year-End Tax Planning Tips for 2020!

Make sure you maximize your tax dollars this year!

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episode

Will The SECURE Act Negatively Impact Your Finances?

Discover the best planning opportunities made possible by the SECURE Act!

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episode

How to LEGALLY Avoid Paying Taxes This Year

You don't want to get stuck with a big tax bill! Taxes may be inevitable, but we have good news!…

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episode

What to Know Before You File Your 2018 Taxes

Hold on to your seats for this week’s episode of The Money Guy Show! We’re talking 2018 tax changes and…

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