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Donor-advised funds have become increasingly popular given the new tax laws in 2018. They have also become one of our favorite tax savings tips that continues to fly under the radar: Today, we are going…
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529 college savings plans are important. But, they are not the most important thing new parents need to be thinking about. Speaking of new parents, it seems like everyone in my life is having kids. This includes:…
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Recently, we completed a financial plan for a young professional (we’ll call him Adam). I’m happy to say that Adam was on a good track. He was maxing out his 401(k) each year and held…
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If you’re is looking for a way to be smarter with your money, you might want to think outside the box. Sure, you should invest heavily for retirement and buy the right insurance products to protect…
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If you pay attention to financial pundits and money blogs, you have probably heard at least a handful of “experts” praise dividend investing. Let’s define dividend investing. Simply put, “dividend investing” is investing in companies…
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When it comes to the way you invest your hard-earned cash, you have a big choice to make. You can: A.) earn the most money possible via a solid investing strategy, or B.) enjoy and…
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A colleague on Twitter said it best: Everyone wants a fancy sounding reason for why the stock market goes down, but sometimes it’s as simple as ” because it went up a lot”. — Cullen…
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What is Bitcoin and should you invest in it? I’m answering both of those questions today, in plain English! My goal is to help retirement investors make an informed decision about investing in Bitcoin. So…
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