Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Lessons from the Final 4
Category: Financial Planning
Hold Still!
Category: Financial Planning
Seeing the Plan Through
Category: Financial Planning
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
Life is Full of Taxes
Category: Financial Planning
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Uncle Sam Wants His Money
Category: Financial Planning
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Lessons from the Final 4
Category: Financial Planning
Hold Still!
Category: Financial Planning
Seeing the Plan Through
Category: Financial Planning
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
Life is Full of Taxes
Category: Financial Planning
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Uncle Sam Wants His Money
Category: Financial Planning
The Time Might Be Right to Refinance Your Mortgage
Category: Financial Planning
If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate.