4 Things To Do When Moving from W-2 to Consulting Status

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4 Things To Do When Moving from W-2 to Consulting Status

I made a lot of mistakes when transitioned from a W-2 employee to a self-employed consultant. I wasn’t yet a financial planner and nobody in my life at the time had gone through this process. Here is what you need to know to have a much smoother transition than I did.

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Asset Location - Why are My Accounts Performing Differently? [video]

/ Planning Within Reach/
Asset Location - Why are My Accounts Performing Differently? [video]

Once you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.

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