Retirement Happiness
What are the primary drivers of a happy retirement and overall wellness?
Retire To do WHAT
Refinance
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
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.
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Money Can’t Buy Happiness, or Can It
Money and Emotions
Minor Decisions, Major Effect
Mega Backdoor Roth IRAs: What You Should Know
A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox.
Medicare Advantage Plans: What is Joe Namath Really Talking About?
In 2006, the Federal government created an alternate design in the Medicare market to complement supplement plans and stand-alone prescription drug plans. They’re called Medicare Advantage plans. Although the start was a bit rocky, carriers have learned and grown with their plan designs. Here are some of the most talked about design concepts of the Medicare Advantage plans.
Media Drama: Facts or Fiction?
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Med School Grads, Do These Three Things First
Maximize Your Limits
Markets Move. So Should You.
Market Madness
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
Making Time
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.