Don't just punch that W2 information into TurboTax. Tune in for ways to truly optimize this year's tax return.

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2024 Tax Information

Best Small Business Accounting Software

And if you haven't already, join our email list at newmoneynewproblems.com/subscribe!

Some of our favorite moments with our favorite people in 2024

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Juice and Toya

DJ Olojo

Garrison Hayes

Danny Andrews

A snippet from The State of Student Loans webinar

Access The Replay!

Join me and my friend/fellow advisor, Erik Garcia,CFP®, as we talk about the top mistakes we see clients make when it comes to their money!

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Check out Erik's podcast!

Stuff About Money They Didn't Teach You In School

My 5 Biggest Money Mistakes

A few money moves it may be worth making!

REGISTER FOR THE STATE OF STUDENT LOANS WEBINAR!

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FSA-Eligible Uses

Brenton shares why he's changed his mind about talking money with family during the holidays, and a better strategy to try instead.

A possible preview of what's to come

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Different forms of property ownership

For a very brief period, the PAYE Plan is back. And for certain borrowers, it may be CRUCIAL that you sign up before it's dead again. 

Tune in to find out why.

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PAYE Interim Ruling

Download the Guide To IDR Plans

The Election and Your Student Loans

And if you haven't already, join the email list at newmoneynewproblems.com/subscribe!

A primer on The Corporate Transparency Act

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Beneficiary Owner FAQs

And for details on meeting with last week's guest, Danny Andrews, join our email list at newmoneynewproblems.com/subscribe!

Take a break from it y'all. Tune in for some tips from our friend Danny Andrews.