Next up on Lessons I’ve Learned as the Spouse of a Financial Planner is discussing the necessity of estate planning. More explicitly, I’ll be delving into why discussing your death is a must. It’s natural, most...

Readers may have noticed I have a fascination with currencies. Whether it’s fiat, gold, cryptocurrency, or cigarettes for prison inmates, the store of wealth and exchange of value in physical or abstract form rather than...

In my experience, smaller businesses providing services are usually best-taxed as S-Corporations. To that point, I advise a lot of my clients to either organize as an S-Corporation directly or have their LLC elect for...

Number two for Lessons I’ve Learned as the Spouse of a Financial Advisor is making my money work smarter and not harder. If you’ve already engaged a financial advisor, this idea has already resonated with you. Few...

Welcome to the first of our series: Lessons I’ve Learned as the Spouse of a Financial Advisor. Over the next couple months, I will be taking partial authorship and sharing some of my favorite things (so far) I have learned being...

Through my CPA practice, I meet a lot of business owners looking to grow their business. Earlier this year, one of my small business clients mentioned that she spoke to another business owner in the same field that wanted to sell...

Matt reviews the debt ceiling debate, inflation, and impacts to you & your financial plan.

At Foundation Wealth, we try to be as full-service as an advisory firm can be. The four pillars of financial planning are: 1) investment planning; 2) tax planning; 3) insurance planning; and 4) estate planning. As your...

If your business is still filing a Schedule C as a Sole Proprietorship to report your taxable income on your individual tax return, it may be time to consider electing to be taxed as an S Corporation. Like a Sole Proprietorship,...

The news broke a few weeks ago that Daniel Snyder was finally ending his dreadful reign of the Washington Commanders. While the Snyder era produced a losing record and zero championship, he made out like a bandit when selling the...