Great news! The IRS has clarified a part of the Secure 2.0 Act (only took two years) and now employees can more easily than ever raid their 401(k) plans. That’s right, once per year, you can take out money from…
Yep, it’s time again to remind dear readers that the stock market isn’t a living thing that hates you. It’s a place where people exchange shares of companies based on a price buyers and sellers think is fair at the…
What, too much cash? Never. Agreed! The green I’m speaking of that you may have too much of is that summer bumper crop of zucchini. Here are three ideas for using that stunning summer squash. Zucchini Noodles (Zoodles) I tried…
Over the last couple of years in a higher interest rate environment, the appeal of I Bonds went from Zero (kind of like their returns prior to 2021) to Kardashian-level break-the-internet appeal. Many clients have asked if they should get…
After many years of low inflation, starting in 2021 I Bonds began having their moment. So, here is a primer on how I Bonds work (today’s blog) and how you might use them in your portfolio (next week – that’s…
Thanks to alert reader and all around supportive husband Sean Sullivan for showing me this graphic from Visual Capitalist illustrating how much income it takes to live comfortably in each state. This is helpful in my business, because…
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