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 …
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 …
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 …
Stacy Francis, CFP®, CDFA®, CES™ – Navigating Financial Decisions as a Widow
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 …
What is Asset Location and How Can It Reduce Taxes?
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 …
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 …
What is a Credit Freeze?
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 …
Why You Should Review Your Medicare Plan Each Year
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 …
Nathan Astle – Financial Therapy, Money Conversations, and Grief
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 …
7 Reasons You Shouldn’t Hire a Financial Advisor
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 …