Schmerling Financial Group Blog
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Schmerling Financial Group prioritizes knowledge and education, supporting clients through life's milestones for enhanced peace of mind. With a commitment to integrity and excellence, they provide personalized, high-touch service. Through tailored guidance, clients pursue financial security aligned with core values, with the firm's sole focus on what's best for each family.
Schmerling Financial Group Blog
6h ago
Section 529 college savings plans are a great way to help pay for a child’s or other family member’s college education. But now in 2024, you have yet another alternative: roll over the money into a Roth IRA for the original beneficiary ..read more
Schmerling Financial Group Blog
1M ago
Whether you are planning to stay in a luxury resort in the Caribbean or you simply need to visit the in-laws two states over, you could save yourself a boatload in taxes when you turn your vacation into a business trip and deduct most or al ..read more
Schmerling Financial Group Blog
1M ago
Deciding between buying or renting a vacation home is a significant decision that requires careful consideration of your lifestyle, finances, and long-term goals. Both options offer unique advantages and potential drawbacks, making it ..read more
Schmerling Financial Group Blog
2M ago
If you believe the estate and gift tax sunset might impact you, here are a few things to consider ..read more
Schmerling Financial Group Blog
2M ago
The United States has a “pay as you go” tax system in which payments for income tax (and, where applicable, Social Security and Medicare taxes) must be made to the IRS throughout the year as income is earned, whether through withholding, by ..read more
Schmerling Financial Group Blog
3M ago
Financial planning and wealth management often suffer from widespread misunderstanding, and it's understandable considering the various contributing factors. One major factor is the lack of financial education in our upbringing ..read more
Schmerling Financial Group Blog
3M ago
Tax law often discriminates against company owners, granting them no or fewer fringe benefits. But you, the owner, are not discriminated against when it comes to supper money ..read more
Schmerling Financial Group Blog
3M ago
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). Contact us today to see how we can best help you ..read more
Schmerling Financial Group Blog
3M ago
If, in 2024, you start a small business or buy a rental property using a new limited liability company (LLC), you can trigger the need to file new federal reports and keep them up to date ..read more
Schmerling Financial Group Blog
3M ago
HSAs offer valuable tax benefits, with deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses, making them a compelling option for those eligible to open one ..read more