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11 Tax Deductions To Help Small Business Owners Minimize Their Taxes

Filing your taxes is one of the least exciting parts of owning your own business. However, your taxes on a small business can be extremely painful without proactive tax planning . Here are a few tax deductions that could help you keep more of your hard-earned money.

Keep a Lid on Social Security Taxes and Medicare Costs. Consider Roth IRA Conversions.

If you’ve become a 401(k) millionaire or amassed large sums in other tax-deferred retirement accounts, you can potentially shave your lifetime taxes by hundreds of thousands of dollars by converting part of it to a Roth IRA before you start collecting Social Security. But figuring out how much to convert—and when—is a tricky exercise.

Investors Know Little About ESG, a New Study Finds

Environmental, social, and governance, or ESG, investing is a hot trend, but retail investors are unfamiliar with the approach and have a hard time explaining what it means. About one in four people believes the acronym stands for “earnings, stock, growth,” according to a new study.

What You Need to Know About Marriage and Money

The spring wedding season is upon us. According to a survey by The Knot, there will be more weddings in the U.S. in 2022 than in any other year since 1984. And, on average, couples will spend $28,000 on their ceremony and reception, back in line with 2019 levels.

‘Nowhere to hide’ for investors in market turbulence

Fund managers have been tripped up by global stocks and bonds falling in tandem in the first quarter.

Retiring Early? Avoid The Early Penalty Tax

Many people are retiring early. The St. Louis Federal Reserve reported that upwards of 3 million Americans retired early due to the COVID-19 pandemic.

Value Investing Is Back. But for How Long?

Value investing—buying stocks that are cheap on measures such as earnings or book value—is having a renaissance. Up to last Thursday, large value stocks beat more expensive “growth” stocks by the most of any 50-day period since the technology bubble burst in 2000-01, with the exception of the post-vaccine rebound early last year.

What Generation Z Wants From Financial Technology

Generation Z doesn’t know a world without mobile banking. And that presents opportunities—and challenges—for financial-technology companies.

What Relief Will The IRS Give Taxpayers This Filing Season?

The filing season recently began, and with it the public pleas intensified for the IRS to change, at least temporarily, its notice, collection, and penalty procedures.

What 5 Money Questions Rock?

When it comes down to the basics, there are only a few things you need to know about money: How to make it, how to keep it and how to grow it.

I know, I’m oversimplifying. Yet most people don’t even know the basic stuff. If they’re lucky enough to learn the guiding principles in school, great, but with most of our culture focused on spending, saving gets left in the dust.

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