A truism about social norms in America is that people would much rather talk about their uterine fibroids with perfect strangers than discuss money with those closest to them. Here are three quick tips and three pitfalls to avoid when…
What is a secret blunder lurking in many people’s investment accounts? Uninvested cash left sitting for months, years, even decades. How does this happen? A simple misunderstanding upon transferring or adding new money to brokerage accounts. Here is how money…
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…
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