When it comes to planning for your financial future, there’s no one-size-fits-all solution. Two popular investment options often compared are the Roth IRA and the Indexed Universal Life Insurance (IUL) policy. Each has unique advantages and limitations and understanding these can help you make an informed decision. In this blog…
Read MoreAs a small business owner, you’re always looking for ways to make the most of your hard work and resources. One often-overlooked opportunity lies in your business credit card rewards. Did you know that these rewards can be used for personal family vacations—and the best part? They’re not taxable! In…
Read MoreAs a grandparent, you might think your options for supporting your grandchildren are limited to gifts or contributions to savings accounts. But did you know you can pay your grandchildren for work they do—and enjoy tax benefits while teaching them valuable life skills? In my latest YouTube video, I explain…
Read MoreAre you thinking about paying family members as part of your business strategy? While it’s an effective way to involve your loved ones in your business, there are some essential guidelines to follow to make sure you’re doing it right. In my latest YouTube video, I dive into the dos…
Read MoreFor high-earning W-2 employees, finding effective ways to reduce income tax can be challenging. Many traditional deductions are capped or phased out at higher income levels, leaving fewer options for meaningful tax savings. However, one powerful strategy you might not have considered is investing in oil and gas. This unique…
Read More