Let’s face it, you aren’t in the mood for heavy financial concepts on top of your heavy Thanksgiving meal. Instead, enjoy 5 funny Thanksgiving costumes from that never-ending source of laughs: the internet. Honoring our nation’s forefathers and the highest-grossing…
Sure, we all know December 31st is the deadline to make certain tax moves. But you can’t just wander into your bank or brokerage branch at 1 pm on New Year’s Eve and expect money to move by midnight. Your…
A few weeks ago, I wrote about the new 530A (aka Trump) accounts for kids. And guess what? There are already changes, contradictions, and confusion. Before: Parents or guardians had to actively open an account for the child. After: …
To quote the Beatles, “I get by with a little help from my friends.” Thanks to my financial planner buddies, I was recently reminded of the power of the in-service Rollover. Before I explain, let me say that this technique…
Many of my clients are lifelong excellent savers and rule-followers. They do what’s suggested and keep doing it. For that reason, many of my clients have a LOT of tax-deferred money set aside that can’t be touched until age 59.5…
Normally I shy away from discussing accounts that seem to come from a political gambit or whim. However, talking to my Friend in Finance, Cameron Morgan, made me think I should learn and share a bit about the new 530a…
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