September 6th, 2024 marks National 401(k) Day, an annual “celebration” to raise awareness about the importance of saving for retirement through employer-sponsored 401(k) plans. I encourage all working adults to take this opportunity to review their 401(k) accounts and ensure they are on track to reach their retirement goals. The 401(k) is one of the […]
As a business owner, you are no stranger to juggling multiple responsibilities. From managing daily operations to navigating complex regulations and staying on top of finances, the list of tasks seems endless. Just when you think you have a handle on everything, a new hurdle appears on the horizon in the form of the Corporate […]
As someone who began remote work during the pandemic and is now the first remote employee for Keller & Associates, I’ve witnessed firsthand the transformation of the traditional work environment. While this shift offers flexibility and convenience for employees and employers alike, it also brings forth various tax implications that both individuals and businesses must […]
Life experiences have the most profound impact on my learning. I do not think that I am alone in needing to experience something firsthand to gain a greater understanding and better perception. Unfortunately, with the passing of my dad last month, I’ve been able to gain a better grasp of all the financial tasks and […]
Are you taking advantage of triple tax benefits? If you are enrolled in a qualifying high-deductible health plan (HDHP), not claimed as a dependent on someone else’s tax return, and not covered by another non-high-deductible health insurance plan, you may be eligible to contribute to a Health Savings Account, or HSA. HSAs are known for […]
The Victoria Bach Festival recently concluded its 49th season, marking another year of exceptional music. As the current President of this enduring organization, I am filled with pride as we prepare for our 50th season next year—a milestone that coincides with my 10th year on the board. Contributing to a cause greater than oneself is […]
The rising cost of traditional health insurance is cost prohibitive for most Americans with entrepreneurial or early retirement dreams. From that barrier to entry has arisen an increasingly popular alternative – health care sharing ministries (HCSM’s). HCSM’s are a way for people with similar faiths and beliefs to pool their money, helping members cover their […]
We are a little over a month removed from yet another tax filing season. Hopefully, you were able to get your respective return(s) filed timely or extended and without any hiccups or stressful encounters. Being a CPA, I often get questions from my friends back home after they have their returns filed such as, “What […]
Last week, we celebrated National Small Business Week. Although the official time has passed, it remains an opportune time for small business owners to take a step back and ensure their finances are in order. Running a successful small business requires much more than just passion and hard work – it also demands fiscal discipline […]
School is almost out for summer! Teenagers will soon be looking for summer jobs to occupy their free time and earn some cash. I still recall the feeling of receiving my first paycheck, “I am rich!” I thought. Only to find out that Uncle Sam “stole” a portion of my hard-earned money before I could […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
Keller Wealth Advisors
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