Last 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.

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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.

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. 

A year-end strategy to consider for turning lemons into lemonade is Roth Conversion.

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

The 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.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

Revisiting the conundrum for income investors in today’s low-interest rate environment.