Are YOU Retirement Ready? Health Insurance and Long-Term Care Insurance for Retirement

As retirement age inches closer and closer, you’re probably thinking about your retirement plans. You want to make sure you have enough money to cover…

Buying vs. Renting a Home: What Gen X Needs to Know in 2024

As Generation X members approach retirement, the question of housing in retirement becomes much more significant than ever before. With many Gen X-ers looking to…

Start Smart: 4 Accounts That Your Young Child Should Have

As a parent or grandparent, it can be a colossal task to save money for children and teach them about financial principles from a young…

Sudden Wealth Advice: 7 Fundamental Tips for the Suddenly Wealthy

Effectively managing your money – especially when it comes to large balances – takes diligent planning and strategic movement. We always hear the financial advice…

5 Financial Planning Tips for High-Income Gen Xers (2024)

Every generation has its own set of challenges when it comes to its financial future, but for Generation X financial planning, the stakes are uniquely…

ROTH IRA For Kids & Teens

Your “AAA (Aha) Moment!”: The 1st Steps To Financial Wellness

One of the most incredible experiences in life is to have an “Aha, moment!” An enormous sense of relief overcomes you, which comes from the…

What Is Financial Freedom?

Defining, finding, and creating it through your lens Many ask, “What is financial freedom?” because the phrase seems vague, undefinable, or unachievable. Financial freedom is.…

The Power Of Health Savings Accounts

Saving for Health Care is Important Health is wealth is one life wisdom you hear often. Investing in your pre-emptive good health and securing health.…

Five Tips To Navigate Your Open Enrollment Season

The start of some seasons brings people joy. There are major sports seasons, both regular-season and playoff seasons. Weather seasons are eventful and evoke happiness,…

Reverse Budgeting For High Income Households

Life is short even if you get to live for 100 years. The vision and goals you have in your life, the things you literally…

My Bonus Is Taxed Differently

How Are Bonuses Taxed? Your Bonus Has Arrived! If you expected an end-of-the-year bonus, the payout usually happens within the first few months of the.…

Borrowing Against Your Assets

The key to short-term financing is managing risk responsibly. Knowing when it is wise to leverage your assets and use your resources to get cash.…

Charitable Giving, Taxes, High-Income Earners

Bunching Charitable Contributions with Donor-Advised Funds Here is something you might not have ever considered before. High-net-worth households can use the bunching technique to accomplish……

Everything You Need To Know Before Retiring Abroad

Everything You Need to Know Before Retiring Abroad An Overview of International Retirement International retirement is an increasingly popular choice for people wanting to enjoy……

401(k), Retirement, Roth IRA, Employee Benefits

You may have heard of a film called the Meg – about an enormous shark in the ocean. Or maybe you’ve heard of Megatron –……

Equity Compensation, Employee Benefits, Investing

Sometimes it feels like you need a degree in human resources to navigate all the options and benefits your company offers. It’s overwhelming to consider.…