New rules and regulations pushed forward by the SECURE 2.0 Act might impact how you manage your money right now, and into the future. Here’s what you need to know….
Read More
Should the SECURE 2.0 Act Change Your Financial Plan?
The Best Short-Term Investments: What to Know, and What to Avoid
It’s your money, and you need it now! In this episode, we discuss the best short-term investments when you want to earn a return from your cash – without exposing…
Read More
The Only Constant in Personal Finance (and in Life)
The only constant variable that you can truly rely on is change. Your circumstances will change. Your finances will change. YOU will change. How can you build a financial plan…
Read More
Lessons from Tech Industry Failures: How to Avoid Implosions in Your Own Personal Finances
When should you be most wary of making a costly mistake? It’s not when things feel difficult or when you’re in the middle of solving a big problem. It’s when…
Read More
How to Pay Less Taxes: 5 Strategies to Reduce Your Tax Burden
“…In this world, nothing is certain except death and taxes,” wrote Benjamin Franklin when updating his friend, French scientist Jean-Baptiste Le Roy, on the latest political developments in the States….
Read More
Money Is Not a Math Problem: How Using Numbers Alone Leads to Irresponsible Planning
“It’s irresponsible to use math alone to build a financial plan,” says the Certified Financial Planner with a bachelor’s degree in finance and accounting from the number-one entrepreneurship college in…
Read More
7 Steps to a Foolproof Financial Plan
A foolproof financial plan is one that you can stick to, that you can execute, consistently over time – even through challenging times or unexpected setbacks. This is what to…
Read More
How to Use Your 401(k) to Retire Early
Because of the rules and requirements around 401(k)s, most people don’t think of this retirement plan as a useful tool when they’re on a mission to retire early. But failing…
Read More
Financial Planning To-Dos for Expecting Parents
Having a baby or adding more children to the family is a big decision – and there are some major financial implications to this life milestone. Consider taking care of…
Read More