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Your Money

Can I Have a Joint IRA Account?
Retirement

Can I Have a Joint IRA Account?

ByPhilip Taylor, CPA

With the tax season recently coming to an end, there are many people wondering about IRA contributions and…

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The Best Health Insurance for Self-Employed Individuals
Insurance | Business Finances & Taxes

The Best Health Insurance for Self-Employed Individuals

ByPhilip Taylor, CPA

According to the most recent data from the Bureau of Labor Statistics, there are 9.6 million self-employed workers…

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Roth IRA vs 401K: Which is Right for You?
Retirement

Roth IRA vs 401K: Which is Right for You?

ByPhilip Taylor, CPA

Which retirement savings account is better for you, the Roth IRA or 401K? The short answer is that…

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Personal Taxes | Retirement

How to Rollover a 401k to an IRA

ByPhilip Taylor, CPA

Leaving your corporate gig can be a good or bad thing depending on your particular situation. One thing…

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Spending Wisely

Mvelopes: Automated, Online, Envelope Budgeting System (Plus Bill Pay)

ByPhilip Taylor, CPA

This week (or two) of budgeting reviews continues as I take a look at Mvelopes. Mvelopes is an…

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