Utilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...

Saving money can be a hard habit to start. We all want to save more, but the cost of living these days can make it difficult to be sure....

If you make too much money to contribute to a Roth IRA directly, there are still ways to move money into a Roth through a strategy called...

In the last year and a half, many have stopped working due to the pandemic. Some families have had one spouse stay home with the kids due...

The time value of money (TVM) is a basic financial concept that shows how the money you have today is worth more than the equal amount of...

Investing in the stock market can be stressful. Some investors constantly worry about a market "crash." When the market does fall, some...

According to the Federal Reserve Survey of Consumer Finances, the average 40 to 44 year old has $101,899.22 in retirement savings, but...

One of my favorite investment sayings is this: "The best day to start investing is today." I can't tell you how many times I hear that...

The American Rescue Plan, signed and put into action on March 11th, 2021, gave some extended relief to many that were still in desperate...

We admit financial terminology can be complicated and confusing. Taxes are a perfect example. There are books upon books of rules and...

With all the hype around the GameStop story, many investors have asked us what it means to short sell a stock. We are not going to weigh...

2020… goodbye and good riddance. To those of you that have been directly affected by COVID-19 -- from getting sick to losing work -- our...

This last year has brought on so many changes and unknowns, and has taken a toll on our emotions. People have been out of their comfort...

With more people than ever working from home, many want to claim their expenses for setting up an office space within their home. The...

It's hard to believe that another tax season is upon us. In the coming weeks, 2020 tax returns are going to start getting filed. Are you...

Unfortunately this last year has caused many hardships and frustrations for many people. Some have had their hours at work severely...

In the last several years, zero commission stock trades have become more and more popular. In turn, investing in the stock market has...

Having too much credit card debt can make your life miserable. So, if you have multiple, high-interest credit card debts to pay off, you...

It’s cheaper than ever to build a personalized portfolio. Long gone are the days when financial products like funds are an absolute...

As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...