With summer winding down and kids returning to school with the hope of stability (sanity, for caretakers!) and routine, we find ourselves at a natural seasonal inflection point. We’re on the cusp of glorious fall weather, and the busy uptick of the holidays will be here before we know it. As we collectively catch our […]
Seasons Change, So Do Goals: Your Fall Financial Reset Read More »
How do we take a boring topic and make it interesting? I can’t. I’m not that talented. But I do know how to save money on taxes. Does that help? It’s that time of year when the IRS reminds us that contribution limits have changed, and you may be able to take advantage of some
New Retirement Contribution Limits for 2025: Let’s Talk Money Read More »
As the fall air settles in, most of us are thinking about cozy sweaters, warm apple cider, and pumpkin-spiced everything. My personal favorite fall event is taking the kids to a nearby pumpkin patch and a back yard bonfire. Mmhmm, I can almost taste the perfectly charred marshmallows! Festivals and holiday gatherings with family are
Fall Into Financial Success: 7 Year-End Tips You Don’t Want to Miss Read More »
Keep More. Send Uncle Sam Less. Don’t get me wrong. I love America. But let’s hold onto as much of our hard-earned money as possible and take advantage of tax breaks. We’re all about tax avoidance, which is entirely different from tax evasion (that’s illegal)! But taxes can and do diminish your retirement nest egg.
Winning Tax Strategies: From First Save to Final Score Read More »
Parents may not like to dwell upon their untimely deaths, but creating a will now will help ensure your family’s finances. A will is a legal document that specifies how to distribute your assets and investment accounts to your family and others should you die. It’s important to understand what a will can do as
Protect Your Financial Legacy With a Will Read More »
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