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Tax Planning

How to Manage Variable Income: A Cash Flow System for Irregular Income

Why Variable Income Requires a Different Cash Flow Strategy Even with a steady paycheck, cash flow planning is frustrating. “Budgeting” is a word soaked in evil. Ugh, do I really
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Standard vs. Itemized Deductions: Which Should You Take?

Standard vs. Itemized Deductions: Which Should You Take?

It doesn’t matter if you pass everything off to a CPA, punch your way through a tax prep software, or put pen to physical paper and self-complete your tax return
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Year-End Tax Planning Smart Moves to Save You Money

Year-End Tax Planning: Smart Moves to Save You Money

Ever feel like the holiday season is too quiet? Maybe not enough going on? Boring, even? Well, I have a little gift for you. It’s the perfect time to add
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RSUs: A Guide to Decision-Making & Taxes

RSUs: A Guide to Decision-Making and Taxes

RSUs are an increasingly familiar form of equity compensation these days. When handled well, they can be a true boon to your financial plan – expediting progress toward major goals
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