Kathy Campbell

Robo Advisor Update

Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to

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Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) - there are many (better)

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Freelancer Protections

You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the

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Retirement Plans

This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right

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Watch out S-Corps

Another great article  The main takeaway here is that the IRS is starting to look at S-Corps more and more for compliance. S-Corps have exploded

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