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...
How Not to Go Broke This Holiday Season

How Not to Go Broke This Holiday Season

Did you know that the average American spends around $1000 on holiday gifts each year?   Regardless of whether that number seems low or high to you, there’s no denying that holiday spending has the potential to “gift” you with a holiday hangover just as much as it can...
5 Smart Money Moves in Retirement

5 Smart Money Moves in Retirement

When you retire, life changes – sometimes in joyful ways, and sometimes in unexpected ways.  You can take some of the sting out of the “unexpected” ways by making some smart adjustments during your first year of retirement.  Here are the Top Five smart moves we have...