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Mar 23, 2023

With the failure of Silicon Valley Bank (SVB) and Signature Bank, many people are preparing for the worst. On this episode Jake and Kirk discuss exactly what occurred on March 10th, and since then. They break down this particular crisis as well as explain how this effects your wallet.


*“Tax preparation, planning,...

Mar 13, 2023

Risk Tolerance Tools Are insufficient!

When attempting to figure out your risk tolerance towards financial investments, the generic tools and calculators and quizzes available, while helpful, are not enough. In order to really understand your risk tolerance you need this one critical thing.

*“Tax preparation,...

Mar 10, 2023

This act is the largest retirement reform in the history of America. Here we dig into a newly implemented rule to your 401k savings. “Most people won’t save money unless their employer somehow does it for them in the form of a payroll deduction.” - Suze Orman. This viewpoint from financial planners is what has led...

Mar 7, 2023

On this episode Jake and Kirk discuss one of the most basic retirement planning “rules of thumb,” The 4% rule. Is it time to change that rule?


*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated...

Feb 16, 2023

Some of the early implementations of this massive new bill, Secure Act 2.0, are already taking affect. On this episode Jake and Kirk discuss the changes to your 401k. This will be a good overview to help you strategize with your financial planner regarding your retirement plan.

*“Tax preparation, planning, IRS...