Canceling PMI Can Save You Thousands
Canceling PMI can save you thousands. If you own a home and you put less than 20% down, it’s likely you have…
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Does Behavioral Finance Matter?
Investing success relies more on patience and discipline than return on investment. It can also require pain and sacrifice. Yet, many focus so intently…
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Coverdell Education Savings Account (ESA)
Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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529 College Savings Plan
Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…
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How To Reduce Taxes In Retirement
We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all your…
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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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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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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…
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Compound Interest: Make It Work For You
Don’t under estimate the power of compound interest. It can work for you or against you. According to Investopedia the definition of…
