Bitcoin – Is it time to buy?
Bitcoin and cryptocurrencies are receiving significant attention lately. The collapse of FTX and arrest of former CEO, Sam Bankman-Fried, has raised concerns…
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American Rescue Plan Act of 2021 – Covid Relief Bill
The American Rescue Plan Act of 2021 (Covid Relief Bill) is now the law of the land. President Biden signed the bill…
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HSA Plan – What You Need To Know
An HSA plan, short for Health Savings Account, should not be ignored. These were created in 2003 to provide special tax treatment…
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Estate Planning – It’s Not Just For The Rich
Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to…
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Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
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IRA Early Withdrawal Penalty – How To Avoid It
The IRA early withdrawal penalty is not always top of mind for IRA owners. Retirement accounts have special advantages when compared to…
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The SECURE Act And Your Retirement
The SECURE Act (Setting Every Community Up for Retirement Enhancement) is now the law of the land. If there’s any constant in…
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Roth IRA – 5 Things Retirement Savers Must Know
A Roth IRA is an important part of a retirement plan portfolio and deserve a close look from those wanting to make the most of their…
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Mutual Fund Share Classes – How They Work
Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…
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UTMA Accounts – What You Need To Know
UTMA accounts provide a way to gift money to minor children. Contributing funds to UTMA accounts constitutes an irrevocable gift. Once you…
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Roth IRA Contribution Limits – Rollovers and Distributions
There is a little confusion out there regarding Roth IRA contribution limits and rollovers. Complicating matters is that contribution limitations are different…
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Investing vs Gambling – They Are Not The Same Thing
Investing vs gambling. We shouldn’t confuse the two but often do. And to be fair, some investment decisions look a lot like…
