Taxes play an important role in your financial life. Their reach extends far beyond the dreaded April 15 (now July 15th for 2020) date and come into play much more than once per year. Taxes are...
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The 5 Big Financial Planning Concerns You’re Forgetting About as an Entrepreneur
Forgetting something? If you’re an entrepreneur, it would be completely understandable if you lost track of a thing or two. You probably have a thousand thoughts running through your mind 24/7. Add...
Is a Roth Conversion Right for You?
Wondering if you’re doing all you can to leverage the savings and investment tools at your disposal? If you currently contribute to a traditional IRA, a Roth conversion might be the next step to...
How to Read Your Profit and Loss (P&L) Statement
Wondering if you can afford to pay yourself more? Know you need to reduce spending to save more towards your goals, but not entirely sure where you can cut costs? Or maybe you’re thinking about...
Should You Participate in Your Employer’s ESPP Plan?
Have access to an ESPP but have no idea how to work it? You’re not alone. This is a type of benefit not offered to everyone, so figuring out the best way to leverage it or fit it into your financial...
Your Guide to Employee Stock Options, RSUs, and Incentive Plans
What kind of compensation do you receive from your employer in exchange for doing your job? You might just say, “my paycheck,” but that’s probably not the only kind of compensation you receive. Your...
Preparing Properly: Use These 4 Ideas to Make Tax Time a Little Less Painful
Filing your taxes can every year be tough -- especially if you don’t spend any time thinking about it the rest of the year. Don’t worry, you’re not alone if you fall into that “I don’t think about...
30 Money Moves to Make in 30 Days
The year is almost over -- but there’s still time to make progress toward your financial goals. Let’s jump right in with 30 simple steps you can take in 30 days to end the year on a financially high...
How to Pay Yourself from Your Business
For most of us, the first dollar made is always special. Some of us even frame that dollar bill and hang it in a place of honor along with degrees, certifications and plaques. But for business...
Are Your Finances as Bad as You Think?
When meeting with prospects for an initial consultation and with clients for their first meeting, I tend to get the question of “how do we compare to your other clients?” Most people have an image...
Mary Beth Storjohann, CFP® is an author, speaker, and financial coach who takes a fun, no-nonsense approach in working with individuals and couples across the country, helping them make smart choices with their money.
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