5 Things You Didn't Know a Fee-Only Financial Advisor Does
A fee-only financial advisor can occupy an important role in people’s financial lives. Here are five important things most everyday people don’t realize a fee-only financial advisor does.
7 Good Reasons You Should Consider a Health Savings Account
Health Savings Accounts also referred to as HSAs, can be a powerful financial tool in your pursuit to maximize your dollars and build wealth.
Top 3 Questions to Answer Before Buying a House Right Now
Knowing whether or not you should buy a house and when is a little more complicated than you might think. There are three critical questions everyone needs to ask to know the right answer.
Should You Be Worried About Inflation?
As someone who doesn’t typically worry about the incremental costs of goods and services, you may be more concerned about how record inflation will affect your long-term investments. Let’s take a look at the potential impacts inflation can have on your investments and the steps you can take to keep your financial growth on an upward trajectory.
Is Your Money Protected Against a Rising Tax Environment?
Knowing that tax rates are on the rise is enough information to take action now to safeguard your nest egg in retirement. Here is why I am encouraging my high-income earning clients to harvest capital gains before December 31, 2021 - and you may want to as well.
What Happens If You Save Too Much Into Your Child’s 529 Plan?
529 Plans are very popular college savings tools but what happens if you save more money into them than your child needs for college? Hint: It's not as bad as you think! There are many ways to benefit from these plans without fear of "over-saving". Let's explore.