What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...

Are you thinking about selling your small business and sailing into the sunset?  Have you poured blood, sweat, and tears into your small...

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Owning a small business is a rewarding investment Americans can make.  Ideally, you get to work for yourself, set your hours, do what you...

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...