Tax smart withdrawals
August 3, 2024Over the past 5-10 years, the Financial Independence Retire Early (FIRE) movement has gained popularity on social media. The concept…
Car Tax Credit
July 20, 2024In this newsletter, I want to discuss tax credits available when buying a car. There are two main credits: Let's…
How to lower your taxes
June 15, 2024There are many things you can do to lower your taxes, such as contributing to an HSA or 401(k), or…
Tax efficient placement
May 25, 2024This week’s issue is a short one because I’m getting married tomorrow! I wanted to discuss efficient tax fund placement.…
How to pay less taxes with a W-2
March 23, 2024In this newsletter issue, I share a few strategies that can help you lower your taxes. Some of these strategies…
Tax gain harvesting
February 24, 2024Tax gain harvesting is the process of selling your appreciated securities tax-free. This concept applies only to brokerage accounts and…
How to pay no taxes
January 27, 2024There are many ways to build wealth. But, what many people don’t think about is that paying LESS in taxes…
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