roth
Traditional IRA VS Roth IRA
A popular question that I get as a financial advisor is whether to recommend contributing money to a Roth IRA or a traditional IRA.
Tax Planning
roth
Upcoming changes - SECURE Act 2.0
The median balance in a 401(k) for Americans aged 65 and up is $87,700 according to Vanguard.
wa-state
How to turn your side hustle into a business
You have a side hustle in Spokane Washington and it’s starting to bring in meaningful income.
wa-state
How business owners avoid a succession disaster
Succession PlanningProblemSeventy-five percent of small businesses don’t have a succession plan.
roth
Required minimum distributions can be tax-free
What is a required minimum distribution?Often referred to as an RMD, a required minimum distribution is an unavoidable withdrawal every year starting at age 72…
401k-ira
Secret to wealth: compounding returns
Compounding returns is more than just some complicated lingo that a financial advisor uses.
wa-state
How to allocate business's profit
The Four Funding Buckets Business cash flowDetermining where your business’s profit should go is difficult. There is a correct spot for every dollar.
wa-state
11 mistakes small business owners make
1. Using a business bank account for personal expenses.Fueled by the tax savings received from business expenses, some owners chase the tax savings too far by…