Blog Topics

529 Plan For College Savings

By Shea Newton | April 14, 2021

If you have kids and saving for their college is on your mind, I am sure you have heard of a 529 College Savings Plan. A 529 plan (named from the Internal Revenue Code Section 529) can be a great tool to help you save for those college years. Do you know there are 2 types of 529 plans? The 2 different types are a Pre-paid plan and a Savings Plan.

Are you self-employed? What are your retirement plan options?

By Shea Newton | March 15, 2021

You’ve built your business up and now you are at the point of having excess income and you think you should start saving some for retirement.

IRA vs. ROTH IRA

By Shea Newton | March 1, 2021

Whether you are preparing your income taxes yourself or you have hired someone to do them for you, you will most likely be seeing the question asking if you contributed to an IRA or ROTH IRA for the previous tax year.  By the way, you have until April 15th to make that contribution for the […]

What are Deductions?

By Shea Newton | February 19, 2021

I get this question a lot: “Can’t I just deduct that expense on my taxes?”  My answer to this question, 9 times out of 10, is that it depends.  Let us look at some basic concepts on your personal income taxes and your self-employed income below. Standard vs. Itemized Deductions You have your standard deduction […]

What tax forms do I need to complete my taxes?

By Shea Newton | February 4, 2021

It’s that time of year again and you are probably getting lots of emails or mail with different tax forms. What are the different tax forms you need and what exactly are they? Below is a list of common forms that you will need to include for your taxes:

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