26 JUN 2024 · Investing in the biggest names in the stock market has always been tempting. These giants of the industry are often household names with a reputation for market dominance, and their stocks can potentially deliver impressive returns.

19 JUN 2024 · Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.

12 JUN 2024 · Assigning a beneficiary to your vehicle can be a simple and effective way to ensure that your car, truck, or motorcycle is transferred to the person of your choice upon your death. This process, known as designating a transfer-on-death (TOD) beneficiary, can save your loved ones time, money, and the hassle of going through probate.

5 JUN 2024 · If you focus on these metrics and improve them over time, you will have a foundation of financial stability that will unlock potential in many other areas of your life.

22 MAY 2024 · SEP IRAs and Solo 401(k) both offer tax benefits and generous contribution limits. But they also have unique features that are different.

15 MAY 2024 · Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.

8 MAY 2024 · Debt is not always bad, but it's often overused. Avoiding debt as much as possible is one of the best ways to avoid financial stress and make faster progress toward your financial goals.

1 MAY 2024 · Are you dreaming of buying a new home but struggling to come up with enough money for a down payment? If you have an IRA, you might be tempted to dip into it to fund your dream. But can you actually withdraw money from your IRA for a down payment on a home?

24 APR 2024 · If you've ever wondered whether you can borrow from your 401(k), the answer is likely yes, but it comes with a host of considerations. Before you consider borrowing from your 401(k), you need to understand the mechanics of 401(k) loans, the potential downsides, and the risks involved.

17 APR 2024 · By maintaining detailed records of all home improvements, you can maximize your chances of increasing your adjusted costs basis as much as possible when selling your home, which can minimize the capital gains taxes you might pay.