Welcome to our new blog about personal finance. We're going to talk about everything money related so you can make better decisions when it comes to your finances.
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Vanguard takes on the FIRE movement with updates to the 4% rule
In this video I’m talking about Vanguard taking on the FIRE movement with updates to the 4% rule. If you want to retire early or retire by 40 this video is for you. Vanguard uses a new dynamic spending strategy to help increase your likelihood of retiring early. By retiring early your retirement can increase […]
EIDL Grant Program Update July 5th 2021
The EIDL Grant Programs are still going. You can potentially qualify for up to $15,000 from all programs. The amounts are for the grants as long as you use the money correctly and of course apply. Here is the page to apply on the SBA’s website. Click the button to apply and complete all of […]
Advanced Child Tax Credit Full Walk through
Here is the link to the Advanced Child Tax Credit portal to opt out of the monthly payments. https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021 You can also checkout the IRS form W4 online estimator. This is a great tool to help you keep track and calculate your tax withholdings. If you have questions on the W4 checkout my YouTube […]
Compound Interest Explained
Here is the link for the calculator for compound interest.
Solo Roth 401k Calculator Walkthrough
In this video I’m talking about the Solo Roth 401k deduction worksheet found in IRS publication 560. The calculation worksheet is for the contributions to the Solo Roth 401k and include pre-tax contributions based on your self employment income. The Solo Roth 401k calculation is the maximum pre-tax deduction with maximizing the direct contributions to […]
Small Business Tax Extension IRS Form 7004
Track your USPS Certified Mail Receipt here https://tools.usps.com/
How to get a live agent on the phone at the IRS
If you’re having trouble getting a live agent on the phone at the IRS you are not alone. It’s extremely frustrating when you have tax questions and need to speak to someone at the IRS. Here is exactly how to get a live agent on the phone at the IRS. The phone number for the […]
PPP 2nd Draw: 7 Mistakes to Avoid
The SBA document from the video is here. The PPP 2nd Draw Application from the video is here.
The American Rescue Plan Text
Here is the text for the American Rescue Plan. We will have a video up here shortly breaking it down. If you are a small business owner, self employed, independent contractor or on a marketplace plan you should take a closer look at the American Rescue Plan Act. The new act has a marketplace […]