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In: Financial Planning

Should I Put 20% Down on My House? [Updated 2022]
September 26, 2022

Consider the pros and cons when determining how much to put down on a new home.

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Should a Trust Be Part of Your Estate Plan?
September 25, 2022

Should a Trust Be Part of Your Estate Plan? Trusts used to be seen as an estate planning tool for only... Read More
Avoiding the Medicare Surcharge: What You Need to Know About IRMAA
September 22, 2022

Avoiding the Medicare Surcharge: What You Need to Know About IRMAA Reaching Medicare eligibility solves one of the most expensive retirement... Read More
A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
September 20, 2022

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions If supporting charities meaningful to you is part of your long-term financial plan,... Read More
Is a Self-Directed 401(k) Right for You?
September 19, 2022

Is a Self-Directed 401(k) Right for You? Contributing regularly to a 401(k) plan is the foundation of retirement savings for many... Read More
Do You Need a Budget in Retirement?
September 13, 2022

Do You Need a Budget in Retirement? You saved diligently, invested carefully, and now you have a sizeable nest egg that... Read More
Planning for the Five Big Tax Challenges in Retirement
September 12, 2022

Planning for the Five Big Tax Challenges in Retirement Creating a retirement paycheck that generates the income you need while keeping... Read More
Student Loan Forgiveness: A Primer
September 7, 2022

Student Loan Forgiveness: A Primer Millions of U.S. college graduates have begun their careers with a crushing student loan debt balance.... Read More
The Benefits of a Living Inheritance
September 7, 2022

The Benefits of a Living Inheritance Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is... Read More
Gen X and Money: Five Things That Set This Generation Apart
September 2, 2022

Gen X and Money: Five Things That Set This Generation Apart This generation's refusal to be categorized earned them the "X"... Read More