In mailbag episode of Check Your Balances, we break down the financial reality of choosing between 1099 and W2 Employment. Do the additional deductions actually make this a way better deal? We also tackle the Roth IRA debate of whether you should swing for the fences with high-Growth stocks or play the long game with broad-market index funds. Finally, we tackle tax season head-on by evaluating if premium tax software offers genuine value or if you're better off with a less expensive option – and how to evaluate them. Whether you're weighing a new job offer or optimizing your Retirement bucket, this episode provides the framework for making smarter Money moves this spring.
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Daniel’s grandmother helped him buy his first shares of Coca Cola when he was just eight years old, igniting a lifelong interest in investing. A graduate with a degree in Finance from the University of Maryland’s Smith School of Business, Daniel chose a career in financial services to apply his passion for investing and strategic planning. Daniel possesses expertise in insurance planning, especially as it relates to life insurance and annuity contracts. Daniel’s background in the insurance industry makes him particularly adept at analyzing existing policies and evaluating new proposals.
In 2016, Daniel co-founded Crooked Crab Brewing Company, a craft brewery located in Odenton, MD. The experience of planning, financing and operating a company makes him an informed planner for business owners.
Daniel lives in Maryland with his wife, daughter and a rambunctious hound dog who shows no signs of aging. He plays guitar in his free time and will always take time to talk about music with whomever will listen.
