You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the difference. This is a common problem/discussion - especially in the freelancer world. The way the new...
This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right one for you or your clients. The first thing we look at is how much you want to “defer” or save every year: Levels of deferral: $0 - $5,000 – IRAs...
Another great article The main takeaway here is that the IRS is starting to look at S-Corps more and more for compliance. S-Corps have exploded in the last ten years or so as the “gig” economy has taken off. And while nearly all of my clients would not have an issue...
This video came across my desk in the last couple weeks it is Will Smith telling the story of how he got the role of the Fresh Prince of Bel Air: https://www.youtube.com/watch?v=y_WoOYybCro&feature=youtu.be It is WELL worth the five minutes to watch - it is an...
I got to give a talk at the Release Notes conference about personal finance. It was a fantastic group and I was very fortunate to be made a small part of the community. I gave a talk entitled How to Live a Happy Financial Life. I thought it would be fun to share a...
Another excerpt from my favorite business book ever, The Personal MBA: There are five Core Human Drives that influence human behavior: Drive to Acquire: the desire to collect material and immaterial things, like a car, or influence. Drive to Bond: the desire to be...
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