Nov 24, 2020
In this second episode on Employee Benefits and Open Enrollment, Eric and Matt dive deeper on Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Dependent Care FSAs, and Mega Backdoor Roth IRAs.
Give this episode a listen and understand what is offered to you so you can maximize these tremendous benefits...
Nov 16, 2020
Open enrollment season is here! In this episode Eric and Matt cover some of the basics you should understand about common employee benefits that your employer may offer, including:
Nov 10, 2020
We did the top 10 questions you should be asking a prospective financial planner or investment advisor before making a hiring decision... now it's time to do the same for a prospective CPA or EA!
As always, we strongly recommend you start putting together your financial dream team - You need a sounding board and...
Nov 3, 2020
Tax rules are complicated - even more so when it comes to the deductibility of mortgage interest. Learn more about the ins and outs of mortgage interest tax rules with Matt and Eric in this episode, including some neat tricks and "loopholes" to take advantage of!
Learn the answers to these questions: