Listen to the Podcast Here: 13. How to Prepare for Student Loan Payments to Begin October 2023 The Federal student loan payment pause, which started March 13, 2020 in response to the COVID-19 pandemic, ends August 31, 2023. The pause suspended Federal student loan payments and interest accrual on those loans. While forbearance of payments […]
Listen to the Podcast Here: 12. The Most Overlooked Way for Business Owners to Save Money on Taxes It seems like business owners are always looking for ways to save money on taxes. Running a business takes a lot of time and effort and you want to keep as much of your hard-earned money in […]
Listen to the Podcast Here: 11. Tax Implications for S Corp Business Owners If you’re a business owner who takes W2 wages from your S Corporation, that may not be your only taxable income. An S Corporation (S Corp) is a pass-through entity for tax purposes. What does this mean? It means that the net […]
Listen to the Podcast Here: 10. The Truth About Tax Write-Offs People love to talk about tax ‘write-offs”. It seems like social media has made many people view tax write-offs as a magical solution or a cheat code to save money on their taxes. However, the reality is that a tax write-off isn’t a cheat […]
Listen to the Podcast Here: 9. 3 Financial Goals You Should Actually Set for 2023 We’ve all heard the stats about how most people give up on their New Year’s resolutions before the end of January and how almost no one keeps them through the end of the year. It’s unfortunate that setting goals that […]
Listen to the Podcast Here: 8. MWM By the Numbers 2022 Life has been busy. It’s been 4 or 5 months since a new blog/podcast/YouTube video has been published by Migration Wealth Management, so I wanted to provide an end of year update on the company. I also thought it would be fun to also […]
Stocks fell into a bear market this week and the pundits say that a recession may be on the way. What should you do? If you’re asking this question about your investment portfolio, then the answer is ‘nothing’. As a long term investor, your portfolio should be appropriate for your personal goals and your personal […]
Listen to the Podcast Here: 5. Tax-Loss Harvesting As we wrote in our last post, it hasn’t been very fun in the stock market so far this year. As of the stock market close today (May 18, 2022), the S&P 500 is down 17.68% year-to-date. While we never like to see our portfolios go down, […]
Listen to the Podcast Here: 4. Expect the Market to Crash We recorded this blog post as a YouTube video and podcast on May 5, 2022. As I’m editing this blog post on May 10, 2022, the stock market has gone through a roller coaster so far this year. Yesterday alone, the S&P 500 […]
Listen to the Podcast Here: 3. What is Wealth Management? What Does Wealth Management Mean to You? When you hear the term ‘wealth management’, what do you think of? It’s probably not exactly what we would hope, which is why we want to talk some time to explain what wealth management means to us. Maybe when […]
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