Raising Kids, Lowering Taxes

Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.

Retirement is Just the Start!

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Round Two: Stimulus Aid Arrives

The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans. 

Saving for a Rainy Day

According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives. 

Saving More Is Easy If You Eliminate Obstacles

I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.

Time to Revisit Your Cash Reserve Fund

Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life. 

Vaccine for Physician Pocketbooks

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Water Cooler Advice May Be All Watered Down

While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.