As a business owner, you know the importance of strategizing and implanting plans to ensure the growth and success of your business. You wouldn’t still be here if you hadn’t done it at some point in your business’s life. Professional…
Author: jatowealth
The HSA Triple Threat
How to utilize an HSA for triple tax benefits in healthcare and retirement savings Two of the most fundamental goals of financial planning are saving for retirement and managing healthcare costs. There are many tools and strategies that can be…
Our Note to the First-Time Homebuyer
Home ownership is hard. There’s no doubt about it. For 99% of Americans, it’s the largest purchase you’ll ever make, and there’s undoubtedly a reason that only 47.9% of millennials in America are homeowners. As a potential first-time homebuyer it’s…
Choosing Your Team as a Small Business Owner
Running a small business is an honorable and rewarding pursuit, but it doesn’t come easy. The tasks involved in running a business can be overwhelming and there is a vast range of skill sets required to accomplish them correctly. Whether…
What is the Big Deal about Roth IRA Accounts?
Would you rather invest in your future using “pre-tax” dollars or “after-tax” dollars? I recently had a friend ask me if I thought that he should be making Roth contributions to his retirement account or not. Roth IRA accounts have…
Introduction to Cryptocurrency
By now many people are at least vaguely familiar with cryptocurrencies like bitcoin. A conceptual token, exchanged only over the internet, which supposedly holds real value. Bitcoin alone has risen from a value less than a tenth of a penny…
Life Planning: The bedrock of your financial plan
You can unlock many doors in life by building and sticking to a strong financial plan, but at the root of all good financial planning, there should be a focus on how you actually want to live your life. Aspiring…
Expecting Stimulus? Five Ways to Use Effectively
Times have surely been hard on the majority of Americans, but there is some hope on the horizon in the form of another potential round of stimulus checks. While Congress has yet to nail down all of the details, there…
The Amplifier Effect: Supporting the Local Economy
We’ve grown accustomed to hearing this: “Support the local economy”, or “Shop Local”. This, quite honestly, used to have an entirely different meaning to me than it does today. I would remember to make the occasional purchase, maybe of a…
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Buying a home during the pandemic? 5 things to consider
Purchasing your first home, or any home for that matter, can be a stressful experience. Throw in a global pandemic and economic recession? You may be wanting to just crawl under the first rock you see and call it a…
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