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Removing Private Mortgage Insurance (PMI) from your Mortgage

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

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Removing Private Mortgage Insurance (PMI) from your Mortgage

Insurance: The extra layer of protection

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

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Insurance: The extra layer of protection

What is a Password Manager?

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

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What is a Password Manager?

Making a House a Home: Simple Fixes on a Budget

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...

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Making a House a Home: Simple Fixes on a Budget

Roth IRAs and Backdoor Roth IRA Contributions

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...

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Roth IRAs and Backdoor Roth IRA Contributions

Selling Your Small Business

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

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Selling Your Small Business

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

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

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Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Retirement Plans for a Small Business Owner

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

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Retirement Plans for a Small Business Owner

Donor Advised Funds: One Way to Optimize Your Giving

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

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Donor Advised Funds: One Way to Optimize Your Giving

Old 401k rollovers - What to do with them

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...

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Old 401k rollovers - What to do with them

Baby Step Motivation

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...

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Baby Step Motivation

New Features Available in 2024 for 529’s and Roth IRA Rollovers

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...

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New Features Available in 2024 for 529’s and Roth IRA Rollovers

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