IRS steps in and delays an important aspect of Secure Act 2.0 passed by Congress last December.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess. 

Seven companies (combining Alphabet’s share classes) represented over 55% weighting of the NASDAQ 100 index and were educed to 38% with smaller companies within the index being purchased.

July 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.

Benefits of having a HELOC with $0 balance go far beyond a potential home renovation.

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

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.

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.

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.