As we move into 2022, it is a good time to assess, evaluate, and create momentum for starting the new year. Below is a list of five...

No one said having children was easy inexpensive... In fact, the USDA puts the cost of raising a child from birth to age 18 at $233,610...

Trying to buy a home right now often comes with stress, bidding wars, and a hopeless feeling that you will never buy a home. With homes...

You may have heard of NBA Top Shot selling over $400 million in digital highlight clips, the CEO of Twitter selling his first tweet for...

Almost a year after the first stimulus package was passed, last week President Biden signed the American Rescue Plan Act into law. This...

There is a big disconnect in workers’ estimated retirement age versus actual age of retirement. A 2019 EBRI/ Greenwald Retirement...

As we get closer to the 4th quarter, which is when many Americans take their Required Minimum Distribution (RMD), it is important to...

The largest-ever economic stimulus package was approved and signed off on this past Friday, March 27th. This is a massive financial...

As you are aware, last week the markets entered into correction territory with the S&P 500 dropping 11.5%. No one enjoys seeing their...

Within a two-year timespan, there have been two large changes to what are considered “qualified distributions” in 529 college savings...

When The SECURE Act became law in December of 2019, the biggest change affecting retirees or those nearing retirement is the age at which...

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was signed into law on December 20th, 2019. This...

A few weeks ago, I was meeting with a younger couple who anticipated not receiving any Social Security in the future. This is a very...

Money is a topic that many couples try to avoid or completely ignore.  It is also a leading source of conflict in marriage and is one of...

The W series…. Sounds pretty modern and trendy, doesn’t it? It could be the new Tesla or Lexus model. Maybe it’s a new starfighter in...

Many people are familiar with the Whole30 diet program that millions of Americans have successfully completed since 2009. The program...

Benjamin Franklin once famously said, “In this world nothing can be said to be certain except death and taxes.” I certainly would much...

Since the highs reached on September 20th, markets have experienced a correction, which is defined by a 10% drop.  This correction was...

I’ve told Alice, now four months old, many times about her 529 account… and as you would expect, the conversations have not gone...

This past weekend I was surprised to find I had accidentally purchased a book summary instead of the full book.  This was my first...