Insights

 

1 min read

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a planning game where you try to get all the pieces in place. When you do file your tax return, it's just reconciling the plan that you laid out. If you do...

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3 min read

Retirement Planning for Freelancers and Independent Contractors

Being your own boss makes a lot of things easier. Retirement planning isn’t necessarily one of...

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4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. ...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association...

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3 min read

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not...

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1 min read

S1E3 | Psychology of Money Pt.1

“Behavioral finance is going to be a big area of financial planning going forward. This is not...

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4 min read

Financial Literacy and Kids: What to Teach Kids about Money and Saving

As parents, you teach your kids thousands of lessons over their childhoods. You teach them to spell...

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