Educational Blog

Financial Edification

Latest News

Building Health Care Costs into Retirement Planning

Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without...

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement...

14 Tax Reduction Strategies for the Self-Employed

Tax PlanningIn June's Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed. The ideas expressed were simply one-lines. Below you will find related articles...

How S Corporation Owners Can Cut Taxes by Keeping a Lid on Their Salaries

Tax PlanningBradford Tax InstituteEstimated Tax Tip Savings: Depending on your own salary and profit distribution levels, we're typically seeing cases in which the S corp. owner can legally slash...

Blueprint for Employee-Spouse 105-HRA (Health Reimbursement Arrangement)

Tax PlanningBradford Tax InstituteThe Affordable Care Act does not apply to a business that has only one employee.1 This opens the door for what we are going to call the 105-HRA. We created this...

Tax-Saving Tip: Use Net Square Footage to Increase Home-Office Deductions

Tax PlanningBradford Tax InstituteIn its "I'm here to help you" publication on the home office, the IRS says, "You can use any reasonable method to determine the business percentage" of your home...

Cybersecurity Monthly Newsletter August 2021

Asset ProtectionIn this issue: Back to school: 4 Cybersecurity Trends Emerging threat: T-Mobile data breach  Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity...

The Smart Tax Planning Newsletter August 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Don't...

4 Ways to Evaluate Financial Aid Letters

Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid...

Tax Free Discount on Your Estate Tax Liability

Estate PlanningIf you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax...

Browse All Articles, Videos, Podcasts

Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines...

read more
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement plans. I don't want that to happen to you. Below you will find a link to...

read more
14 Tax Reduction Strategies for the Self-Employed

14 Tax Reduction Strategies for the Self-Employed

Tax PlanningIn June's Monthly Tax Newsletter, there was a checklist with 14 tax planning ideas for the self-employed. The ideas expressed were simply one-lines. Below you will find related articles with the nuts and bolts of implementing those tax planning strategies....

read more
Cybersecurity Monthly Newsletter August 2021

Cybersecurity Monthly Newsletter August 2021

Asset ProtectionIn this issue: Back to school: 4 Cybersecurity Trends Emerging threat: T-Mobile data breach  Cybersecurity Shorts Software Updates Welcome to your August Savvy Cybersecurity newsletter. This month we'll be talking about cybersecurity lessons for kids....

read more
The Smart Tax Planning Newsletter August 2021

The Smart Tax Planning Newsletter August 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Don't Miss Out on the Employee Retention Credit Loophole: Harvest Tax Losses...

read more
4 Ways to Evaluate Financial Aid Letters

4 Ways to Evaluate Financial Aid Letters

Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package.Financial aid award letters are confusing primarily because...

read more
Tax Free Discount on Your Estate Tax Liability

Tax Free Discount on Your Estate Tax Liability

Estate PlanningIf you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free discounted settlement.You May Also Like...

read more
A 60/40 Portfolio Can Be Hazardous to Your Financial Health

A 60/40 Portfolio Can Be Hazardous to Your Financial Health

Retirement PlanningFor the last several decades, conventional wisdom in the financial services industry has been that a prudent way to invest money, one that will provide sufficient yield and a hedge against downside risk, is to use a mix of 60% stocks and 40% bonds. ...

read more
The Reality of Self-Employment Taxes for 2021

The Reality of Self-Employment Taxes for 2021

Tax PlanningWhat happens when lawmakers enact a new tax? It starts small. It looks easy. In 1935, the self-employment tax topped out at $60. Those 1935 lawmakers must be twirling in their graves with the new rules for 2021, which levy the following taxes: A...

read more

Stay Up To Date With The Latest News & Updates

Receive our newsletters that will provide you with cutting-edge insights, information, and strategies to help you to make Better, Smarter, Safer choices and financial decisions about your retirement, asset protection, estate planning, real estate, and other investments. Sign up now!

  • Please indicate your State above so you can receive alerts for special events and more in your area!
  • This field is for validation purposes and should be left unchanged.