5 Things to Do if You Win the Lottery

5 Things to Do if You Win the Lottery

Every week, people play the lottery hoping that a big win will solve all of their problems. But sudden money is trickier than that. It comes with both new opportunities and new problems. And a whole lot of new territory for you to navigate, often in public. Here are 5...
IRS Scams – Don’t Fall for Them!

IRS Scams – Don’t Fall for Them!

During tax season, taxpayers (meaning, most of us!) are often bombarded with documents and overwhelmed by a load of information. This creates an environment where scammers can easily step in and take advantage of even the most diligent. Tax season scams are becoming...
3 Questions to Ask Yourself at Tax Time

3 Questions to Ask Yourself at Tax Time

We see plenty of confusion and questions at this time of year regarding tax forms.  And it’s no wonder!  Not only do you get an influx of confounding forms in January and February; you also get increasingly gray interpretations of the new tax laws from Congress and...
Gamify Money Management

Gamify Money Management

I was recently asked to contribute to an article for GoBanking Rates on “Frugal Living Tips Millennials Should Focus On in 2024.” It was fun to think about this topic and I was honored to be quoted in the final version. You can read the full article here: “Frugal...
News and Insights for 2024

News and Insights for 2024

It’s that time of year… the IRS has announced the new rules for IRAs and Retirement plans for 2024. Staying on top of these changes each year is an excellent way to improve your financial health. Often the annual adjustments are rather small, making it relatively easy...
The Trouble With “Loans”

The Trouble With “Loans”

When life throws you a financial curve ball, it can be pretty tempting to dip into your retirement plan for help.  After all, it’s money you have saved for yourself, right?  Maybe.  But there are a few really important things you need to know before you make the...