January 27, 2022
Investing in Stablecoins & More: Cut Through the Noise
Should I be investing in stablecoins? We are certainly no experts, but today we hash (no pun intended) out things we are thinking about in this space, and the…
January 25, 2022
New RMD rules for 2022 – Don’t miss this change!
The IRS has changed RMD rules again in 2022. If you have a tax-deferred account like an IRA don’t miss this change!
January 11, 2022
How to Save Your Children from Financial Mistakes
Pressure from social media & society can cause poor financial decisions. Today we discuss how to save your children from financial mistakes.
January 11, 2022
Fourth Quarter 2021 Investment Market Review
Take a look at our fourth quarter 2021 Investment Market Review. Download our free PDF.
December 28, 2021
How to Retire Without a Mortgage After Refinancing
How to retire without a mortgage after refinancing. Rates have been on decline for 40 years (from high 18% in 1981) to around 3% today.
December 21, 2021
How the 2022 Tax Bill Might Kill Charitable Giving Strategies
Does the recent tax proposal kill charitable giving strategies like stacking? If you give charitably and want to maximize tax savings you'll want to stay…
December 14, 2021
Is Whole Life Insurance a Good Idea?
Is the decision to purchase whole life insurance a good idea? Here is why this decision can have a big impact on your future.
December 9, 2021
Taking Social Security While Working
Can you take Social Security while working? Here are some key factors you should know if you plan to work while taking Social Security.
November 30, 2021
Pay Off Debt or Invest?
Should I pay off my debt or Invest? Today we are talking about what you should do with your money, and how to prioritize.
November 23, 2021
Inflation news, tax bills, & more: Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss inflation news, 2021 tax bills, & More on Cut Through the Noise.
November 16, 2021
4 Financial Advisor Traits to Look For
Who you trust with your life savings is a big decision. But finding the right advisor can be difficult. Here are 4 traits to look for.
November 10, 2021
Is a Roth Conversion Right For You?
Is a Roth Conversion Right For You? Smart investors know how to minimize their lifetime tax bills, implementing the right tax strategy.
How Much Do I Need to Retire?
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Is your family set up to succeed or fail?
6 Keys To Create An Impactful Legacy