Tax

Post Archive

Stop Giving Free Loans: Why You Need To Review Your W-4

This article was originally published on Forbes on June 17th, 2018.   If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…

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Variable Annuities: 3 Reasons Your Annuity Is A Bad Deal

Variable annuities are one financial product we rarely see clients purchase on their own.  The initial purchase is almost always done at the urging of a broker who earned a commission on the sale, with promises of guaranteed returns and protection from market risk.  Unfortunately, those returns and protection may end up benefiting the insurer…

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