If you own a small business or are thinking about launching one, you’ve probably run into the question: “Should I be an LLC or an S-Corp?” It comes up constantly, and the framing itself causes most of the confusion. The two aren’t competing options. An LLC is a legal...
Lately, Roth conversions are frequently discussed as one of the most powerful tax strategies available to investors. And while yes, in many cases this may be true, the effectiveness of a Roth conversion depends far less on the concept itself and far more on the...
As we start off the new year and get ready for what 2026 is going to bring, it is a great time to reflect, reset, and plan for the year. From a financial perspective, I believe that one of the best places to start isn’t necessarily with your investment portfolio,...
Ever catch yourself thinking, “I should probably be saving more for retirement”? You’re not alone. It’s one of those thoughts that hits during a quiet moment — maybe while scrolling through your bank app or talking to a friend who just hit their 60s. Most people want...
When I first heard about cryptocurrency years ago, it sounded more like a science fiction idea than a financial planning conversation. I feel as though almost everyone has heard the story of the famed bitcoin transaction for a Papa John’s pizza in 2010, where a guy in...
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