How Do You Plan to Fund Your Retirement?
With Social Security payouts expected to drop off in the near future, it’s critical to fine tune your plan for life after work.
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IRA vs. Roth IRA
What is the difference between a traditional IRA and a Roth IRA?
Rainy Day Fund
A rainy day fund is a separate savings account that is smaller than your emergency fund.
Tax Planning
As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...
How to Write a Financial Plan: The 30-Minute Financial Plan
Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....
5 Steps to Cope With Financial Stress
The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...
What Is the FIRE Movement?
As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...
The Gray Divorce Checklist
If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...
Meal Planning As a Financial Tool
Sometimes there really are miracle cures. People tend to think that things that save them time and money will be...
Why You Shouldn’t Bank on a Tax Refund
Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...
Embrace Your Budget to Attain Financial Freedom
Budgets are as near and dear to many people’s hearts as are death and taxes. Some people fear the thought...
The IRS $600 Rule, Simplified
There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which...
Keep Your Wallet “in the black” this Black Friday
November is a month for turkey, pumpkin pie, and cranberry sauce. For leaves piled so high you could dive right...