
Stock Market Decline Silver Linings
Stock market declines have silver linings and opportunities. From valuations coming down, Roth conversions, rebalancing, and tax-loss harvesting, there are opportunities to reduce taxes and …
Stock market declines have silver linings and opportunities. From valuations coming down, Roth conversions, rebalancing, and tax-loss harvesting, there are opportunities to reduce taxes and …
It’s that time of year many people reflect and ask, “What am I thankful for this year?” Listen to what I am thankful for in …
Many people choose their beneficiaries without thinking about how much they will receive after-taxes. If you choose beneficiaries without a strategy, more of your money …
Stacy Francis is the Founder of Francis Financial and Savvy Ladies. She joined me to talk about the steps to take after a loved one …
Asset location is a tax minimization strategy where you put certain assets in different types of accounts based on their expected returns, tax treatment, and …
Credit scores can be confusing. It takes work and an understanding of the methodology to build a good credit score. Let’s explore what impacts a …
Credit freezes are underused to help protect fraudulent accounts from being opened. Given the number of data breaches happening, a credit freeze is an important …
Every fall is an opportunity to review your Medicare plan to make sure nothing major has changed, no new plan is available, and make sure …
Nate Astle is the founder of Relational Money and a licensed marriage and family therapist. He discusses what financial therapy is, how couples can have …
I’m going to share 7 reasons you shouldn’t hire a financial advisor. And, that’s coming from a financial advisor. Learn from my experience as a …