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The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

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Spring Cleaning and Financial Organization

This time of year, many people start to organize their homes and messy garages. Now is the time to get...

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....

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 Relationship Between Athletics in Childhood and Business Grit

As we approach the Basketball NCAA March Madness tournament it got us thinking about the relationship between athletics in childhood...

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...

Important Milestones for Your Retirement
The Cost of Private School vs. Public School vs. Homeschooling

From kindergarten through twelfth grade, I attended public school, partly because the cost of private school was too high for...

Tax Time Is Looming. Is Your Small Business Ready?

It’s that time of year again — tax time that is.

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...

Why Embrace Personal Capitalism?

There’s a peculiar growing interest in socialism in the United States, despite the irrefutable fruits of capitalism. The express interest...

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...