Tax PlanningUnderstand how taxes impact your financial health. Explore strategies for minimizing tax liabilities, optimizing deductions, and maximizing returns on investments.
Should I contribute to the Roth 401(k) or the Traditional 401(k)?
Retirement Planning

Should I contribute to the Roth 401(k) or the Traditional 401(k)?

Traditional vs. Roth 401(k): Balancing today’s tax relief against tomorrow’s tax‐free withdrawals.

Gabriel Kaplan
Jul 23, 2025
Qualified Small Business Stock (QSBS)
Tax Planning

Qualified Small Business Stock (QSBS)

A concise introduction on how to leverage QSBS

Gabriel Kaplan
Jul 2, 2025
Year-End Checklist: Top 20 Financial Moves Before December 31
Checklist

Year-End Checklist: Top 20 Financial Moves Before December 31

Key deadlines for many personal finance and tax planning strategies

Gabriel Kaplan
Nov 27, 2024
What should I do with my next saved dollar? Where should I be saving?
Cash Flow & Budgeting

What should I do with my next saved dollar? Where should I be saving?

Using a savings waterfall strategy helps you organize your money so you can focus on your top financial goals. It ensures you're using your resources wisely and building long-term financial stability.

Gabriel Kaplan
Nov 19, 2024
Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season
Parenting

Child Care Tax Credit 101: What Every Parent Needs to Know for Tax Season

Explore the Child Care Tax Credit essentials for parents, including eligibility, claiming, and maximizing benefits.

Gabriel Kaplan
Oct 2, 2024