529 to Roth IRA Transfers
With the passage of Secure 2.0, many people are revisiting the 529 plan and its role in their financial plans. The...
Insurance Premiums and What We Want in Return
A few days after this last Christmas, I pulled our minivan into our garage. My family had just driven five hours from...
Solo 401k: A Retirement Plan for Physicians and Business Owners
A solo 401k is a retirement plan for self-employed individuals and their spouses. This type of 401k plan is sometimes...
Charitable Deductions: Strategies to Reduce Taxes While Doing Good
As you grow your income and financial assets, you'll inevitably grow your tax bill too. It’s a byproduct of building...
Barbell Strategy: Manage Risk and Profit from Market Turmoil
Nassim Taleb uses the barbell strategy to manage his financial risk. How can this help e-commerce owners? It helps to...
Hiring a Bookkeeper: A Guide for E-commerce Business Owners
Starting and running a small business can be time-consuming and, sometimes, overwhelming. Many eCommerce business...