Topics
Topic:
Career
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Do You Own Your Time?
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
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Working Remotely Abroad: Lessons From Spain on Work, Time, and What Matters Most
Last year, I had the good fortune of working abroad in Spain while traveling with my sons. What started as a logistical exercise—how to stay connected, productive, and available while overseas—quickly became something more meaningful. It wasn’t just about working from a different place. It was about experiencing a different rhythm of life, and realizing…
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The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
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Michael Walsh
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Karen Ross, EA
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
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Redefining Retirement: How to Repurpose After a Successful Career
A recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even…
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SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $150,000 in wages from their employer in the previous year…
