Taylor Jessee

Should I Start Social Security at 62?
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There’s an old saying: “just because you can do something, doesn’t mean you should”. This is a helpful framework to think about Social Security. Since you’re reading this blog post, you might be approaching (and thinking about) retirement. If so...
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rebuild virginia grant
Key COVID relief program for Virginia’s small businesses being expanded
On October 28th, Virginia governor Ralph Northam announced several key updates to the Rebuild VA Grant Fund, the state-wide economic relief program created in August to help local small business get through the pandemic.  Updates to the Rebuild VA Grant Fund...
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how long to keep tax returns
How Long Should You Keep Tax Returns?
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A lot of folks look like they're auditioning for the show Hoarders when it comes to how long to keep tax returns. Who can blame them? The IRS isn't exactly the most popular show in town.  But in reality, how...
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whats the difference between a roth ira and a traditional ira
Roth IRA vs. Traditional IRA: What’s the Difference?
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  Quick Summary When it comes to saving for retirement, the major question is Roth IRA vs Traditional IRA...what's the difference? This blog will teach you all the similarities and differences of Roth IRA vs Traditional IRA, and help you...
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what is a roth ira
What is a Roth IRA?
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   Quick Summary →  There are two major types of IRAs - Traditional IRAs and Roth IRAs. A Roth IRA is a type of retirement savings account that has no upfront tax benefit (i.e. no tax deduction), but it allows...
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