shorts

shorts

College Student with a Job? Do They Qualify?

Watch On YouTube Can you still claim your college student if they have a job? 🤔 This short provides a Simple, clear answer and explains the difference between earning an income and providing your own support. A Sound approach means understanding that it's not about how much they earn,

shorts

Can You Claim Your Grandchild for Taxes?

Watch On YouTube Can you claim a grandchild, niece, or nephew for the Child Tax Credit? 🤔 This short provides a Simple and clear answer: yes! It explains that family relationships extend beyond just your own children and that a grandchild qualifies as a 'descendant' under IRS rules. A

shorts

50/50 Custody? Who Claims the Child?

Watch On YouTube What happens if you have exactly 50/50 custody of your child? Who gets to claim them for tax benefits? This short provides a Simple and clear answer to a rare but possible tax dilemma. The 'number of nights' test always comes first, and AGI

shorts

Divorced? Who Claims the Child on Taxes?

Watch On YouTube Who gets to claim the child for tax benefits after a divorce or separation? ⚖️ This short provides a Simple, clear answer and explains the role of the custodial parent and Form 8332. It also provides a constitutional insight to ensure you don't make a costly

shorts

Can You Both Claim Your Kid on Taxes?

Watch On YouTube It's a common tax dilemma: Do you claim your child as a dependent or let them file their own return? 🤔 Many people think it's an 'either/or' choice, but it's not! This short provides a Simple answer and explains

shorts

Child Tax Credit vs. ACTC: Explained

Watch On YouTube Confused about the difference between the Child Tax Credit (CTC) and the Additional Child Tax Credit (ACTC)? 🤔 You're not alone. This short breaks down the Simple, two-stage benefit that can reduce your tax bill AND put money back in your pocket. A Sound tax strategy

shorts

Is Your Kid Under 17 for the Child Tax Credit?

Watch On YouTube How much is the Child Tax Credit worth? 🤔 For 2024, it's up to $2,000 per child, but there's a strict age cutoff that catches many parents by surprise. For the full amount, your child must be under age 17 at the end

shorts

Is Your Idea of Financial Success Too Small?

Watch On YouTube Is your definition of "financial success" simply hitting a number? 📈 Our Financial Principles Worksheet helps you move beyond that limited view to uncover what truly matters. We ask questions like: "What must be true about your finances for you to feel peaceful and secure?

shorts

Is Your Financial Plan Built on the Wrong Foundation?

Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your

shorts

Are You a Financial Plan Owner or a Steward?

Watch On YouTube How do you view your financial plan? As a one-time product to be bought, or a living system to be stewarded through time? 🤔 This short reveals the key to long-term financial success: a mindset shift from "owning a plan" to "stewarding a constitution"

shorts

Is Your Financial Plan Just a Reaction to the News?

Watch On YouTube Is your financial plan a static document that's quickly becoming obsolete? Or are you constantly "tinkering" with it based on every market headline? 😩 This is a common dilemma, but there's a better way. This short introduces our "Both/And"

shorts

Are Your Financial Goals Built on Shaky Ground?

Watch On YouTube Think a great financial plan is just a list of goals, like "retire with $2 million"? Think again. 🤯 A plan built on principles is what truly provides a stable North Star, guiding all your decisions and ensuring your direction remains true. Your principles are your