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 MoreRetirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreMany use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.
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 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 MoreSequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
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.
While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years.
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 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.
Read MoreAction items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Read MoreLosing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
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