Planning and Puppies 101
I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.
Physicians: Debt vs Savings, Which Comes First?
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Permanent Life Insurance Policies Need Reviews Too!
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Party of Four: Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Opportunity Valley
One Paycheck from Ruin
Not Flavor-of-the-Month Financial Planning!
Leave a Legacy
Kids These Days Aren’t Even Taught How to Balance a Checkbook
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
IRS Allows for Reversal of 2020 RMDs
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Institutional Pricing Schedule
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.