SEEDS OF KNOWLEDGE

Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)

Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible

The 3 Big CPA Problems

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

What issues should I consider when harvesting capital losses?

What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i

What Issues Should I Consider As a Business Owner or 1099 Worker?

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial

What Issues Should I Consider When Reviewing My Estate Planning Documents?

What Issues Should I Consider If I Experience A Sudden Wealth Event?

Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.

What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

Should I pay off My Mortgage?

Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to

Should I Inherit My Deceased Spouse’s Traditional IRA?

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

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