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Milad Taghehchian, CPA, CFP(R)
Nov 21, 2024
The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation
Secure Act 1, 2, 3. What does it all mean?
Daphne Jordan CFP (R)
Nov 18, 2024
Twenty Years for Pioneer Wealth: A Conversation with Its Founder
I n 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won Super Bowl XXXVIII. NASA landed rovers...
Chris Cyndecki CFA, CFP®
Nov 15, 2024
Cash Isn’t King Forever: What Falling Interest Rates Mean for Your Cash
Over the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many...
Iza Picazo
Nov 11, 2024
Important Inflation Reduction Act Credits to Take Advantage of Before a Potential 2025 Repeal
EV and Home Energy Credits to Claim before Potential Repeal in 2025 The Inflation Reduction Act of 2022 (IRA) was passed with a multitude...
April Busby, CPA, CFP®, PFS
Nov 11, 2024
Tips for Women Who Are Living in the Sandwich Generation
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of...
Milad Taghehchian, CPA, CFP(R)
Oct 18, 2024
Using a Self-Directed IRA to Buy Real Estate vs. Purchasing Real Estate Outside an IRA: A Comparison of Tax Benefits
The pros and cons of buying real estate via a self-directed IRA vs just buying investment property outside of an IRA. A tax decision
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Buying a Property Without a Realtor and Owner Financing: Key Steps, Documentation, and Considerations
Buying real estate without a realtor? Using owner financing? Here are important documents and processes to keep in mind.
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Structuring the Purchase of a Vehicle for a Small Business: A Comprehensive Guide
Buying a vehicle for your small business. How to structure the purchase, registration, insurance, and risks to consider.
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2024
Understanding High-Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs): A Guide for Self-Employed, Partnerships, and S-Corps
What is a High-Deductible Health Plan? Why is an HSA beneficial? What happens when you are self employed or in an S-Corp or partnership
Milad Taghehchian, CPA, CFP(R)
Aug 14, 2024
All American Social Security Numbers Possibly Leaked: What You Need to Know and How to Protect Your Credit
Social Security Number leak by hackers makes the need for credit protection and personal cyber security even more important. Here are tips
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