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April 2021 Market Update
Reading Time: 2 minutesApril 2021 Market Update: The restart is about turning things back on, not about the rebuilding of consumer confidence that is needed in a typical recovery. ...
How do you pay yourself in private practice? Interview with Miranda Palmer
Reading Time: 4 minutesHow does a therapist decide on a fee structure? In this episode, I am honored to have Miranda Palmer, LMFT with me. She helps therapists get ...
Need advice about how to grow your business? Ask a psychotherapist!
Reading Time: 3 minutesNeed advice about how to grow your business? Ask a psychotherapist! There are all sorts of advice-givers on the subject of how to run a business. ...
Funniest Business Story
Reading Time: < 1 minuteIt’s January and I thought I’d send you a lighthearted message to inspire some good will for the year. So here’s my funniest business story.
What do I do with this 1099 for my IRA charitable contribution?
Reading Time: < 1 minuteAfter I made my charitable contribution, why did I get a 1099 form? What do I do with it?
Save Your Donation Receipts for Small Contributions!
Reading Time: < 1 minuteDid you know that you can deduct up to $300 of charitable contributions even if you don’t itemize your taxes?
How to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)
Reading Time: 9 minutesHow to Comply with the 401(k) Nondiscrimination Test (While Maximizing Your Own Tax Benefits)
The Problem with Your Beneficiaries
Reading Time: 2 minutesIn the past, passing money to your beneficiaries through an IRA was simple.