Planning for retirement is a multi-step process that evolves. To have a secure, comfortable, and enjoyable retirement, you must create the financial cushion to fund it. Please pay...
Posted by CORE PERFORMANCE on 07/31/2022
Over the years, Employee Stock Ownership Plans (ESOPs) have become pretty popular, while the traditional exit strategy has faded away. Many companies' owners pass ownership of...
Posted by CORE PERFORMANCE on 11/29/2021
The idea behind getting life insurance for many people is for their heirs to have enough sustenance and provision after their death. Many people desire for their family members to...
Posted by Karen Munoz, EA on 08/24/2021
Tax is an unnecessary source of stress for small business owners. This is not surprising as many business owners have many things to worry about, and adding the complexity of preparing...
Posted by CORE PERFORMANCE on 07/23/2021
As long as you repay such a loan fully, there is no need for income taxes on a personal loan. However, the forgiveness of any part of the loan or paying the loan for a lesser amount...
Posted by Karen Munoz, EA on 06/06/2021
One of the essential parts of your financial planning is your tax saving plans. Your strategy to save on taxes should be the type that will help keep tax using insurance as your corpus....
Tax exemption is the right to exclude from tax certain amounts of income or assets.Being tax-exempt or having a tax exemption seems like a way to lower your tax bill, but it can cause...
A reverse mortgage is a means of generating income when you employ the equity in your home. This loan provides an excellent way for seniors to get money if finances are not working...
Deployed service members must submit their taxes. Fortunately, the Internal Revenue Service realizes that the service members and their families face unique circumstances and offer...