How to combine finances after marriage
How to Combine Finances After Marriage My husband and I got married a few years ago. We are both CFP® professionals. Between…
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Integrated Financial Planning: Tax & Investments Working Together
Integrated Financial Planning: Tax & Investments Working Together I talk to people all the time who feel like they have things handled….
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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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Required Minimum Distributions – The IRS Loves It When You Turn 73
The IRS loves it when you turn 73, but you won’t get a gift or even a card. The Internal Revenue Service…
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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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401k Trustees – It’s Time To Review Your Plan
It isn’t lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations…
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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…
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10 Ways To Improve Your Financial Wellness
If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…
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401k Plans And How To Use Them
How do 401k plans work? Ignoring articles that claim they’re a scam is the first step. Participating in your company 401k plan…
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SIMPLE IRA Explained: Benefits and How to Get Started Today
SIMPLE IRA plans can be a great way for a small company to provide a low cost retirement benefit as an alternative…
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Credit Card Debt Hacks: Take Control Of Your Finances Today
Credit Card Debt: The Enemy of Financial Success Credit card debt is the enemy of financial success. Not all debt is created…
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401k Rollover – Did You Leave Something Behind?
When you left your last job, did you leave any of your personal items behind? Leaving a job can be stressful and…
