Personal Financial Planning Advice for Millennials
Most Millennials are stressed out with their finances. One of the best things you can do at an early stage is to sit down with a Financial Advisor to give you an objective plan to set you on the right course.
Year End IRA Planning Tips with MCB Consultants
Had a chance to sit down with Bill Matteson from MCB Consultants to talk about year end IRA strategies. Here is what he had to say!
Simply Business Event Promo – 11/15/17
Discover what you need to do to get your business over the finish line in 2017, and learn strategies that you can implement now to make 2018 even better. This workshop is hosted by Justin Miller of Universal Bookkeeper, Paul J. Pimpinella of Compson & Pimpinella Real Estate and Elder Law, and William Matteson of…
Early Mortgage Payoff Strategies
In the next few weeks, I am buying a new house which got me thinking about how I could potentially pay off the mortgage faster and earlier than the traditional 30 year term. I have come up with an example to highlight how not only the amount of additional payments on principle, but how the…
Check out this site to play with your Paycheck and Tax Return
Hi Everyone, If you are like me, then you sometime want to see how your tax return would fare if you were to have more money withheld from each paycheck. TaxAct has a great tool that will allow you to play with the numbers and it will automatically calculated a populate a W-4 for you.…
Make you business more efficient with these tools!
On a regular basis, I get asked the question: “what tools do you use in your business”? Part of my job is to continuously try out apps or services to see if they enhance my workflow and will create efficiencies. Below is a compilation of roughly 90% of the services that I use daily to…
How to Retire from Your Corporate Job and Become Rich
Today is July 28th. At this very moment I am 3 days into my corporate “retirement” and pursuing a lifestyle that is more in tune with my desire for flexibility, time with family, and a focus on things that I care deeply about. Beth and I decided to go All-In on Universal Bookkeeper. What that…
Why aren’t you an S-Corp?
Your a single member LLC business. Mid-year… after the initial shocker of the Federal tax balance has finally settled in your stomach, you vow to yourself that you are going to do a better job on your tax return for the next year. Your first instinct is to do a better job of tracking expenses…