Retirement Recap.

Donating your RMD to charity using the QCD strategy: Let’s examine a Case Study and the impact of the strategy on an ordinary family.

Is cryptocurrency here to stay? What investors should know and why cryptocurrency as a concept likely not a scam.

Bonds, known for stability, decreased -1.54% in 2021 and have started 2022 with the same downward trend. Should I still be investing in bonds?

Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.

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…

The IRS has changed RMD rules again in 2022. If you have a tax-deferred account like an IRA don’t miss this change!

Pressure from social media & society can cause poor financial decisions. Today we discuss how to save your children from financial mistakes.

Take a look at our fourth quarter 2021 Investment Market Review. Download our free PDF.

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.

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…

Is the decision to purchase whole life insurance a good idea? Here is why this decision can have a big impact on your future.

Can you take Social Security while working? Here are some key factors you should know if you plan to work while taking Social Security.