Luparius Asset Management & Brokerage

Here's a great article on ERC. If you don't understand ERC, or want to see if you qualify, click on this link. It will take about 10 minutes to find out an estimate of how much you qualify for.
https://reps.linqqs.com/

https://www.forbes.com/sites/deanzerbe/2021/07/21/the-employee-retention-credit--small-and-medium-sized-businesses-and-tax-exempts-are-missing-out-on-billions/?sh=1994f1977f06

The Employee Retention Credit: Small- And Medium-Sized Businesses And Tax Exempts Are Missing Out On Billions Jaw-dropping to see how many business firms (and often CPAs) as well as tax-exempt organizations are failing to take advantage of the Employee Retention Credit (“ERC”). Billions of dollars in tax benefits are being left on the table. Biz and tax exempts need to take a hard close look at ERC.

Great article. Technology is great, but we can't let it take away from personal service.
https://www.forbes.com/sites/forbestechcouncil/2022/02/08/why-cpas-are-getting-rarer-and-technology-is-not-the-enemy/?sh=2d049c561b35

Council Post: Why CPAs Are Getting Rarer And Technology Is Not The Enemy What is the primary role of the CPA within an organization today?

Great tributes to EVH on his birthday.


https://www.ultimate-guitar.com/news/general_music_news/watch_here_are_nita_strauss_bumblefoot_michael_starr_and_others_covering_van_halen_classics.html

Watch: Here Are Nita Strauss, Bumblefoot, Michael Starr and Others Covering Van Halen Classics The supergroup paid homage to the late guitar hero in a recent show by playing some Van Halen favorites.

If you haven’t started budgeting and managing your money yet don’t worry - it’s never too late. Our infographic shares 10 simple tips to help you get a handle on your finances.

[Infographic] 10 Simple Money Management Tips for Financial Stability This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

How to Maximize Social Security Spousal Benefits For many Americans, Social Security is the bedrock of their entire retirement income plan. But when it comes to claiming Social Security benefits as a

Knowing how to navigate getting life insurance when you have a pre-existing medical condition can be complicated and confusing. Check out the facts before automatically assuming you'll only recieve low-quality or expensive coverage.

What Will a Pre-Existing Medical Condition Mean for Your Life Insurance There are a lot of misconceptions when it comes to how a pre-existing medical condition will affect a life insurance premium. Some people may hear adv

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

Finance Tips and Hidden Costs For Snowbirds The number of snowbirds migrating to warmer temperatures for the winter continues to grow. Whether you purchase a second home, or decide to rent one f

Depending on who your employer is, you may not have access to common retirement plans like 401(k)s. Here's a breakdown of 403(b) and 457 plan options to help you strategize for retirement.

403(b) vs. 457 Plan: Maximizing Your Retirement Savings If you are employed by certain types of non-private organizations, you may have access to a few different types of retirement plans. The 403(b) plans

Test your own financial knowledge by reviewing these 5 must-know money basics.

Do You Have These 5 Financial Basics Down? Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us

reaming about retirement? Stop dreaming. Give us a call & make a proper retirement plan.

Collecting valuables is a hobby that many people enjoy. But to properly protect your collectibles, follow these 5 steps.

5 Steps to Managing & Protecting Your Collection of Valuables There are many hobbies that people enjoy, both before and during retirement, and collecting valuables is one of them. Some of the items that people mi

Did you know you could begin taking withdrawals while still working? If this is something you're considering, here's what to know right now.

A Guide to 401(k) In-Service Withdrawals for Employees Can you withdraw money from your 401(k) while you are still employed? Not everyone should; not everyone can. However, if you can, it may mean that you

COVID-19 has changed much about our day-to-day routines. Because of this, there may be important changes to make to your insurance coverage in 2021.

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not bee

Boost efficiency and purchase safely with these 7 popular payments app.

The World Is Embracing Virtual Spending: Which Payment App Is Right For You? While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As mor

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

9 Questions to Ask Yourself During the Estate Planning Process The estate planning process can feel overwhelming and forever ongoing - especially if you’re taking it on alone. As you try to address every possible

Converting a traditional IRA to a Roth is advantageous after a big market decline because you are paying taxes on a smaller amount of money.

Source: AARP

Your employer may offer you a Roth 403(b) plan. Before you start contributing, it’s important to understand where your money’s going and the tax implications this type of account will have on you now and into retirement.

What is a Roth 403(b) Plan and Is It Right For You? When it comes to setting aside money for retirement, you’ve likely heard the names of a few account types thrown around - IRA, Roth IRA, 401(k), etc.

Have questions about your retirement plan? Give us a call!

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths Did you know that October is National Estate Planning Awareness Month? The importance of proper estate planning shouldn’t be understated, as it can be

It's never too early to start planning for 2022!

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

As of Now, Social Security Benefits Will Be Cut By 2034. Here Are 5 Ways to Help Fill the Gap The economic impact of COVID-19 has been felt around the world. And, unfortunately for many pre-retirees, it could potentially impact your Social Secu

If you've bought a house, you could be sitting on thousands in home equity.

thinkfinance.io

As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.

High-Level Executives & Retirement: Understanding SERPs A Supplemental Executive Retirement Plan, or SERP, is a non-qualified deferred compensation plan offered to key executives. C-Suite executives are oft

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

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Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.

thinkfinance.io

Funding a retirement plan is important, no one questions this. But funding it with pre or post tax dollars is where things get confusing. What are the current benefits of each, and the long term consequences. Contact us for a consultation regarding your personal situation.


https://www.cnbc.com/2021/09/30/differences-between-401k-and-roth-ira.html

These are the key differences between 401(k) and Roth IRA retirement plans Both offer tax benefits and can help you grow your wealth over time, but there are several key differences between the two.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

RMDs For 2021: Here's What's Changing The CARES and SECURES Acts offered financial relief during COVID-19. And though some of the benefits of these acts are no longer in effect, some of th

As a high earner, you have the potential of losing more money to taxes! Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips to keep in mind...💭🤔

Tax Strategies for High Earners Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to kee

If you're a little behind on retirement savings, don't panic. We're here to help. Give us a call today!

The Three Best Ways to Rescue Your Retirement Fact: According to the U.S. Government Accountability Office (GAO), over half of all Americans 55 years or older have no retirement savings.1 Among th