FLAT FEE FINANCIAL BLOGS

I found what I believed to be the most pertinent tax changes as we move from 2024 to 2025 and listed them below.

Business sale years are often the highest income year in someone's life. This means income tax deductions are worth more because...

This strategy can save up to $1,110 in taxes per year ($3,000 * 37%). It occurs when you have a capital loss in your investment account...

When it comes to giving money away, there is typically a strategy that can help you increase your impact without requiring you to give any..

Stryker’s 401k plan is held at Vanguard (good news) and has solid investment options available to its users. You have both a Roth 401k and..

One of the largest tax savings events I have seen is when a client dies, and their assets receive a step-up in cost basis...

Gilead's 401k plan comes with a 61-page summary plan description (SPD) that details all the options and nuances that can differ between...

TRT, Massages and even gym memberships can be covered with an HSA under certain circumstances.

Tax planning is one of the best ways to receive a guaranteed return on your dollars. However, it requires good record-keeping, year-round...

I recently read “Tax-Free Wealth” and thought I would write out a few favorite tax strategies that came up while reading.

A cash balance plan or CB plan is a defined benefit plan that allows for high ($75k - $300k) annual contributions.

Below, we'll discuss what kind of work kids can do, how much you can pay them, what amounts qualify for a 0% tax bracket, and nuances when c

What is a DST (Delaware Statutory Trust)? Real Estate Transition Solutions defines a DST as... "A Delaware Statutory Trust is a real...