Tesla Fever: Understanding Index Funds And How They May Hurt Your Retirement
It was announced that Tesla is being added to the S&P 500 Index, but having a newsworthy change to an index may not mean it’s
Panic Selling: What Is It And How Will It Affect My Retirement?
Between the economic uncertainty caused by COVID-19 and one of the most polarizing elections of our country’s history, we have seen more fluctuation in the
Smart Money Moves To Make In December
December is a natural time to be thinking about money moves that families can make to transfer wealth, to reduce taxes, or to support charity
Study: Our Children Are Taking Over Our Financial Plans. What Does This Mean For Retirement?
According to a new study by UNest, there is a trend among parents of young children (17 and younger) to prioritize saving for their children’s
Roth 401(k) Contributions When In High Tax Brackets: Is It Right For You?
I talk a lot about Roth 401(k)s and IRAs in articles, podcast episodes, and even client meetings. Generally, that message is for someone in their
Saving For Retirement Versus Paying Off Student Loans: Which Should Be Your Priority?
Student loans are a huge problem in our country, but pensions are becoming less common and the Social Security system is seeing worsening problems. Retirement
You Need a Checking Account. Here’s What You Should Look For
Nearly everybody has a checking account—according to a NextAdvisor survey, 79% of U.S. adults have one. They’re a foundational money management tool, so it’s important
How A Contested Election Can Affect Your Retirement Plan
November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want
The Wealth Gap Widens: COVID-19’s K-Shaped Recovery
There has been a lot of conversation for months about how our economy is expected to recover from the coronavirus pandemic. Nobody had expected the
How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement
It’s time to talk about what may be the best-kept secret when it comes to saving money on taxes: Health Savings Accounts. The benefits of
Gap Years For College Students Can Increase Job Prospects, Study Shows
Due to the COVID-19 pandemic, school isn’t taking a traditional route, and going off course for a year can help preserve the coveted college experience
Merging Your Practice
How to find the right partner for your business. By Matt Pais Maybe you don’t want to manage people anymore. Maybe you don’t want to
