All About RMDs
After decades of hard work and saving money away into tax-advantaged retirement accounts, people entering their 70s now have to flip the script. Why? [...]
36,000 Reasons to Be Thankful
The Dow Jones Industrial Average started trading more than 125 years ago and yesterday it closed above 36,000 for the first time ever. Along [...]
The Importance of Understanding Your Credit Score
Understanding the value of your credit score is an important first step to improving your financial health. Ask anyone who has ever applied for [...]
How to Build Your Own Retirement Plan
Retirement plans for self-employed people were formerly referred to as “Keogh plans” after the law that first allowed unincorporated businesses to sponsor retirement plans. [...]
Making Sense of HSAs and FSAs
Healthcare can be expensive, right? No matter whether yours is bronze, gold, or even platinum, it's pricey. And that's not to mention out-of-pocket medical [...]
529s as Vehicles for Wealth Transfer & Estate Planning
An unintended consequence of 529 plans, which originated from an Internal Revenue code permitting them in 1996, is tremendous estate-planning capabilities, particularly for grandparents [...]
Rich Versus Wealthy
When we think of someone being rich vs wealthy, it might seem as if the two terms are synonymous, but they’re not. For some [...]
Long Term Care Insurance: A Woman’s Concern
What exactly is Long Term Care Insurance? And why is it so important? According to a 2020 survey by the American Association for Long-term [...]
Market Update: To Taper or Not to Taper?
Inflation and tapering have been dominating the conversation lately and it shouldn’t be much of a surprise. Here we'll be touching on why the [...]
Making the Most of Charitable Giving: CRTs and DAFs
Do you find the acronyms CRT, CRUT, CRAT, and NIMCRUT confusing? If so, you’re not alone. But once you understand the basic structure of [...]