Why The Dow Doesn't Matter

Why the Dow Doesn’t Matter

The Dow is an index made up of 30 publicly traded U.S. stocks based on their price. It’s a bad way to construct an index, …

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How Much Cash Should I Have in Retirement?

Deciding how much cash to have in retirement, particularly the transition into retirement is challenging. There are general rules of thumb, but how much is …

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Stock Market Decline Silver Linings

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 …

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What I'm Thankful for In 2022

What I’m Thankful for in 2022

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 …

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How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

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 …

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How to Build a Good Credit Score

How to Build a Good Credit Score

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 …

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