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....
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...
Investing Terms You Should Know
Before you start investing, many terms you hear from your financial institution can sound foreign and be intimating. Within your...
Must-Knows When Investing for Retirement
Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...
What Is a Trust?
Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.
Women and Money: Financial Steps for Life
“No matter how much women prefer to lean, to be protected and supported, nor how much men prefer to have...
I’m Confused — What the Heck is a 401(k), IRA, and Roth?
Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...
Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt
My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...
The ABCs of RMDs
One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working...