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If you ever thought your portfolio is “diversified” because you own a few different mutual funds or a dozen stocks, it might be time to revisit what that word really means. Diversification is one of …
Continue Reading about What Real Diversification in Investing Actually Looks Like →
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One of the big reasons people first enter my (virtual) office is because they were hit with a very large tax bill and do not quite understand why. They didn’t sell a business, get a huge raise, or m …
Continue Reading about Three Sly Reasons Your Taxes Are ALWAYS Higher Than You Think →
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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 …
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When you’re self-employed or run a business, there’s no steady paycheck with taxes already taken out. It's also possible you have no HR department reminding you that it’s time to file. Instead, it's yo …
Continue Reading about Quarterly Tax Payments: How to Stop Guessing and Start Planning →
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When asked what is financial planning, some think it involves investment management. Others believe it has something to do with taxes. Still others would say it involves planning to pay back debt. …
Continue Reading about Three Ways Financial Planning Can Help You Target Your Goals →
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The money mistakes therapists in private practice make can have a broad impact. The miscue may trickle down into the success of the business, as well as threaten their own financial security. When …
Continue Reading about The One Financial Mistake That Private Practice Owners Often Make →
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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