Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Estate Planning, Family and Finances
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst the joys of parenthood, it’s crucial to address the often-overlooked topic of estate planning. Estate planning is not just for the wealthy or...
Investing, Tips and Tricks
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest...
Building Wealth, Family and Finances
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know you’ve left a few old 401ks behind at previous...
Building Wealth, Financial Planning
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them to be organized so that they can easily find things in their rooms. You don’t want them to be late for school because they can’t find their...
Building Wealth, Health Care
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look at whether they can afford to invest in Roth IRAs or even back-door Roth IRAs. Health Savings Accounts (HSAs) get a lot less attention, but they...
