How to Start Giving
We are about to enter the Holidays and so I thought it was a good opportunity to hone in on giving; how we can build giving into our budget, how we identify where to give, and the tax benefits of giving.
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HSA vs. FSA
Did you know there are ways to save tax-free for both medical costs and childcare costs?! That’s where an HSA (Health Savings Account) and an FSA (Flexible Spending Account) come into play. These are programs offered by employers that allow their employees to save with pre-tax dollars, and have those savings grow and be used towards medical expenses. Each of these accounts operates similarly, but also have their differences.
What is a Roth Conversion?
We recently had the new tax proposal, called the “American Families Plan”, come out a couple of weeks ago and yes, it does make some major tax changes. But two of the changes I want to point out that it is proposing…
What is an ABLE Account?
If you have a loved one with disabilities, or you’re disabled yourself, you know that most of the same rules when it comes to saving, investing, and financial planning don’t necessarily apply to disabled individuals.
Prenup and Postnup
I have a question for you. What do you think of when I say Prenup or Postnup?
Reallocation & Why It´s Important
Based on the last year and a half we’ve had in the market, from the drastic drop to the rapid recovery, I really want to spend some time today talking about reallocation – what it is […]
7 Ways to Save for College
There are lots of options when it comes to saving for college and we’re going to cover seven of them today.
When to Start Saving for College
With the start of a new school year, there are also a lot of parents who are thinking about that next chapter – thinking about college and what to do to get their kids ready for that.
Life Lessons from Shorty
The Olympics are coming to a close and I always enjoy this time every four years (or every two years, however you want to look at it) because you get to watch these athletes […]
Empowering Your Children
Hey there! Last week we talked about empowering your wife or you women empowering yourselves to be a part of the family finances. This week I want to talk about empowering your kids […]
