Latest Articles

Retirement

• Introducing the 530A Accounts
• 9 Facts About Retirement
• What to Expect in Your First Year of Retirement
• Social Security: Maximizing Benefits
• Who Is Your Trusted Contact?
• First Year of Retirement: What to Expect
• Women on the Rise
• Choosing a Retirement Plan that Fits Your Business

Investment

• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream
• The Threat of Identity Theft
• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses
• Inflation & Your Money
• TIPS for Inflation
• How Stocks Work
• Mutual Funds vs. ETFs

Estate

• Problems with Probate
• Four Steps to Valuing an Estate
• How Often Should You Update Your Estate Strategy?
• Estate Management Checklist
• A Brief History of Estate Taxes
• Steps to Protecting a Child with Disabilities
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• A Living Trust Primer

Insurance

• Teen Drinking and Your Liability
• Making Sense Of A Home Warranty
• The Cost of Medical Care
• What to Look for in an Extended-Care Policy
• Inventorying Your Possessions
• When Life Insurance Becomes Taxable
• Understanding Extended Care
• Assess Life Insurance Needs
• The A, B, C, & D of Medicare
• Medicare Advantage 101

Tax

• How Income Taxes Work
• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Understanding Marginal Income Tax Brackets
• What's My 2026 Tax Bracket?
• Tax & Estate Strategies for Married LGBTQ+ Couples
• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• What Is a 1035 Exchange?

Money

• The Half Million Dollar Baby
• Buying vs. Leasing a Car
• Making Sense of HSAs and FSAs
• What Can You Buy With 529 Distributions?
• Personal Finance Calendar
• What If Your Kids Decide Against College?
• The Big Pause
• What Will You Do With Your Bonus or Windfall?
• Year-End Charitable Gifting and You

Lifestyle

• A Path to Serenity and Smart Money Choices
• Prevent a Rift: Money Tips for Newlyweds
• Fixed or Variable Mortgage, Which Should You Pick?
• Mastering Mobile Lingo
• Money Draining Food Myths
• Changing Unhealthy Behaviors
• The Financial Literacy Crisis
• Putting a Price Tag On Your Health
• How Boomers and Millennials Differ
• Do Your Kids Know The Value of a Silver Spoon?