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Articles
Top 5 Pros and Cons of a Health Savings Account
By
Morteza Ghalambor
January 11, 2019
Health Savings Accounts (HSAs) are often said to be the solution to our healthcare problems. However, many people who have…
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Why Tax Refunds May Not Be the Best Financial Strategy
By
Morteza Ghalambor
December 20, 2018
During the 2018 tax filing season, the IRS issued approximately $148 billion in refunds. With changes to tax laws, the amount…
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Top 5 Tips to Save Money During this Year’s Holiday Season
By
Morteza Ghalambor
November 27, 2018
Thanksgiving is almost upon us, which means the holiday festivities are right around the corner. For many people, that means…
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Do You Know the Difference Between A Will and A Trust?
By
Morteza Ghalambor
August 23, 2018
Estate planning takes away some of the stress and worries your family will have after you have passed. All…
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Top 4 Reasons High-Income Individuals Donate During Their Life
By
Morteza Ghalambor
August 9, 2018
According to USA Today, 2017 saw the first-time wave of charitable giving that resulted in more than $400 billion…
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Do You Know How the New Tax Bill Will Affect Your Business?
By
Morteza Ghalambor
July 27, 2018
There was a lot of hoopla about the new Tax Cuts and Jobs Act for 2018. When anything changes, people…
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2017-2018 Taxes: The Personal Exemption and Its Removal
By
Morteza Ghalambor
July 12, 2018
A tax reform bill called the Tax Cuts and Jobs Act (TCJA) proposed changes by the IRS that were passed…
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TPI Group Retirement Planning
By
Morteza Ghalambor
December 15, 2016
Retirement Planning All financial and retirement planning must be tailored to your specific needs and is never a “one size…
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New 2016 Tax Highlights
By
Morteza Ghalambor
December 15, 2016
To our dearest current and all the future customers. This video is prepared for you by TPI group as a reminder…
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IRS Increases Max Retirement Contribution Limits in 2015
By
Morteza Ghalambor
December 2, 2014
The IRS has changed retirement account contributions and thresholds for 2015. Retirement Contribution Limits Rising in January 2015 With the…
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8 Year-End-Tax-Strategies for High Income Earners
By
Morteza Ghalambor
November 18, 2014
The good news, you had a great year and earned a high income. The bad news, here comes the tax…
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ACA Update Information for High Income Individuals
By
Morteza Ghalambor
November 7, 2014
The Patient Protection and Affordable Care Act (commonly called ACA or Obamacare) continues to bring changes to the health insurance…
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