If 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 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 MoreLast month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.
Resolutions 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.
Over 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 MoreHSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.
Read MoreRoth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Read MoreMay be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.
Read MoreYour just completed taxes are telling you how to save money in 2021 and beyond, are you listening?
Read MoreSince 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.
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