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.
November 2, 2021
What is Umbrella Insurance?
What is Umbrella Insurance? Today we are discussing a very cost-effective way to protect yourself, your family, and your hard-earned assets.
October 26, 2021
The End of the Mega Backdoor Roth
Is this the end of the mega backdoor Roth tax loophole? Congress has recently proposed to kill this backdoor Roth IRA strategy.
October 13, 2021
Benefit From Your Stock Losses
How do you keep more money in your pocket this year? You may be able to benefit from your stock losses with this powerful tax strategy.
October 6, 2021
What Should You Do With Company Stock?
What Should You Do With Company Stock? If you work for a company that offers equity compensation there are pitfalls you need to be aware of.
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6 Keys To Create An Impactful Legacy