The Most Common Tax Deductions: What You Need to Know

Let’s face it: Fall is already upon us. By now, the kids are all back in school, the weather is changing (unless you’re here in California), and you’ve likely been enjoying your favorite pumpkin-flavored coffee beverage for a few weeks. Where did the year go? If you are anything like me, you have begun thinking […]


How to Access Traditional Funds In Early Retirement

Saving for retirement can be one of those things that is simple, but not easy. If you are like most people, you probably spend a lot of time and energy worrying about getting the money into your retirement accounts in the first place and haven’t considered how you’ll get it out. In practice, adequately funding […]


Money In The Bank: Should You Take a Lump Sum for Your Pension?

You work hard. In fact, you have been working hard your entire career, and it is just about time to call it quits for good. Ah, retirement. You may even be one of the lucky few with an employer who offered a pension. Now it’s time to just sit back and collect monthly payments for […]


How to Ensure Your Life Insurance Proceeds are Actually Tax-Free

If there is one thing most people “know” about life insurance — aside from the oft-repeated notion that almost everyone should have a policy — it’s that life insurance proceeds are tax-free. As with most generalizations about law and finance, though, this assertion is mostly true.  If you have life insurance, or are thinking about […]


How Learning to Think Like A Lawyer Can Make You Wealthy

In our society, certain professions enjoy a general perception of affluence (if not the reality). After all, who hasn’t heard the well-meaning parent urging their child to “become a doctor or lawyer,” so they can live a rich life and enjoy success? Why is it that lawyers are considered to be one of the wealthier […]


When and How to Get a Business Credit Card

When you started your side hustle, a credit card for your business was probably the last thing on your mind. You wanted to earn some extra money doing something you love. Now that the side hustle has started to make some money, you find yourself incurring some expenses. It’s at this point that getting a […]