While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
Read MoreIf one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.
Read MoreEvan Walsh of Community Advocate shares our story and how PlanDynamic specializes in helping “sandwichers”, the roughly 15 million people in the U.S. managing young children and aging parents.
Read MoreRetirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreStarting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes.
Read MoreCongress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Read MoreJuly is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Read MoreTop 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.
Read MoreResolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.
Read MoreOver past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Read MoreOr Not!
MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.
Read MoreThis month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Read MoreWith markets All Down The Line, thinking it will make you Happy to become Exile on Wall St?
Read MoreFinancial literacy doesn’t equate to understanding value or making good, responsible decisions.
Read MoreIf your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.
Read MoreMy PSA for those adhering to a financial plan: Book your travel now.
Read MoreThe news of Congress limiting Roth IRA conversions and eliminating Backdoor Roth? Never mind (for now).
How to make financial resolutions that lead to successful planning outcomes.
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