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Category: Financial Planning

Beware of Pre-Paid Child Tax Credit

If you didn’t opt out of receiving the pre-paid child tax credit then you should have received your first payment on or around July 15th.

August 4, 2021 4 Comments

Summary of the American Rescue Plan Stimulus Bill

On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments

March 12, 2021 No Comments

Why You Should Almost Never Choose a 15 Year Mortgage

Throughout the years, the vast majority of people I’ve worked with really want to pay off their mortgage in 15 years. Despite the deep down

October 28, 2020 24 Comments

How to Save More Money

You’d love to save more money to your savings account, 401(k), and investment accounts, but it can be a challenge. Life gets in the way

October 21, 2020 4 Comments

Is Your Pension Safe?

Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect

August 12, 2020 No Comments

Implications of Our Country’s Debt – and What You Can Do

Last Updated: 5/28/2021 It’s no surprise that our country’s debt continues to rise at unparalleled levels. Currently our nation’s debt is $28.3 trillion and rapidly

July 22, 2020 No Comments

Powerful Tax-Saving Strategy if You Stopped RMD in 2020

The CARES Act provided retirees with the ability to waive Required Minimum Distributions (RMD) for 2020. Those who did this may have a very attractive

July 15, 2020 No Comments

Roth Conversions in a Down Market? Think Again

My article on Roth Conversions in a Down Market was recently published on Advisor Perspectives, the #1 most-read electronic newsletter by financial advisors. Much was

July 8, 2020 No Comments

(VIDEO) 3 Financial Lessons to Learn from COVID-19

The coronavirus epidemic brought with it a lot of pain. Many people lost their jobs. Investment accounts declined very rapidly. Life was essentially turned upside

June 10, 2020 No Comments

How to Truly Know if You Should Refinance Mortgage

Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand

June 3, 2020 4 Comments

Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?

In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher

May 27, 2020 No Comments

3 Strategies to Protect Yourself From Higher Taxes

Last Updated 8/9/2021 As a result of our country’s rapidly growing debt, you could be forced to pay higher taxes in the future. In today’s

May 20, 2020 No Comments

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