Check out some of our latest posts — weekly nuggets that will help you take control over your money.
With Tuesday’s election looming, investors around the globe are growing concerned about what the results may mean for their portfolios. I’m here to tell you not to worry about it. I could present to you decades of conflicting data, which could lead you to any number...read more
Most people assume it's best to use their HSA for out of pocket healthcare costs. But the math says otherwise. How The HSA works Contributions are pre-tax or tax-deductible in the year they're made. The balance, which is NOT required to be used each year, grows...read more
At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of October.
The Biggest Money Mistakes We Make – Decade by Decade (Wall Street Journal)read more
Roth conversions can either hurt or help your financial position. Here’s what you need to know in order to identify whether or not this strategy should be on your radar.
Quick Refresher – Roth vs. Traditional IRAread more
If you want to understand a person’s behavior, look no further than at what they are incentivized to do. In fact, this is perhaps the only way to understand how, over the course of the last 5+ years, more than 5,300 Wells Fargo employees managed to open over 2 million unauthorized accountsread more
A client recently asked the question: Should I switch from my traditional bank savings to a high-yield savings account online?
Online savings accounts offer 10x higher interest rates than traditional brick and mortar banks. On the surface, it seems like an obvious improvement to switch to something paying 10x more interest.read more
Building wealth is simple: make more than you spend and invest the difference.
There are two ways to increase your savings rate: spend less or make more. There are also two ways to earn more income: work more hours or earn more per hour.read more
Kids are like sponges. They’re ready to soak up whatever we’re willing to teach. Now is the time to be teaching our children about money.
Excess money mixed with lack of money maturity can ruin lives. At its extreme, money can be the difference between life and death.read more
Q: What are the pros and cons of the 15 year mortgage for physicians or other high income professionals?
Many physicians and their advisors fail to give the 15 year mortgage a fair shake. Here are the pros and cons…read more
“I can’t afford to pay for one.”
“My net worth isn’t high enough.”
“I don’t have any extra money to save.”
“I’ll do it next year.”
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