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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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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...

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
Identity Theft Risk Reduction Practices

Identity theft is typically not a stand-alone crime but, rather, part of another crime such as credit card, bank account,...

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...

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...