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Tag: small business owner

YOU can have an employer sponsored retirement plan!

Small business owners have more high-quality, low-cost opportunities than ever.

June 25, 2019401k, AFC®, Andrea Clark, Arizona, CFP®, employer matching, employer sponsored plan, Fountain Hills, retirement planning, retirement savings, SEP-IRA, SIMPLE-IRA, small business owner, the table financial planningLeave a comment

Waiting Until March is Madness

Taxes now, basketball later.

November 28, 2018November 28, 2018accountant, AGI, Andrea Clark, Arizona, CFP®, child tax credit, college financial planning, CPA, Fountain Hills, income tax, itemize, landlord, march madness, military, military financial planning, pass through income, planner, property tax, small business owner, standard deduction, tax credit, tax deduction, tax planning, TCJA, the table financial planning1 Comment

 

Andrea Clark, CFP®, AFC®

(618) 363-4050

andrea@thetablefinancialplanning.com

Firm CRD# 291812

TTFP ADV Part 2A & 2B 2023-01-2023

 

 

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