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It's that time of year again where people begin to think about their taxes. While taxes may be a thought in the back of the mind throughout the year, now it's starting to move forward. Forms get …
Continue Reading about Tax Planning vs Tax Filing: How They Differ Matters More Than You Know →
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For most small business owners, estate planning sits at the very bottom of the to-do list. Between client work, payroll, and planning next quarter’s goals, the idea of drafting legal documents for a “ …
Continue Reading about Here are Four Estate Planning Essentials for Small Business Owners →
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When most people think about a financial plan, they picture spreadsheets, retirement projections, and a lot of numbers. And yes, those are part of it. But what often gets overlooked is what a plan …
Continue Reading about The Hidden – Emotional – Benefits of a Financial Plan →
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The recently passed One Big Beautiful Bill Act (OBBBA) brings several tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) into permanent law. While it doesn’t overhaul the tax code, it does c …
Continue Reading about What the One Big Beautiful Bill Act Means for You →
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If you experience the year anything like my family, then June often comes in softly and flys away like jolt. Client projects pile up, kids finish school, and summer plans start to fill up the …
Continue Reading about Money Month: 3 Steps to Boost Your Finances Before Summer →
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When you’re self-employed, building for retirement often feels like trying to construct a house without a blueprint. There’s no HR team offering a 401(k). No employer matching contributions. And, let …
Continue Reading about Investing Without a 401(k): Building Wealth When You’re Self-Employed →
When you’re ready to take control of your finances, we’re here to listen.
Ryan Derousseau, CFP®
Thinking Cap Financial
United Financial Planning Group LLC
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