Featured post:
Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
Should You Set Up a Roth IRA for Your Kids?
March 16, 2022
Many of us got our first jobs as teenagers. Some may have started working even earlier, especially if it was part of a family business. Working at a tender young age is an American tradition. So, why isn’t the idea… Read Now >>
Crypto Security 101: Custodial vs. Self-Custody
March 9, 2022
If you read our last Crypto Security 101 article (if not, click here), you should have good password hygiene for your cryptocurrency account(s). Now, you have to make an important decision on where to hold your assets. Do you use… Read Now >>
Crypto Security 101—5 Tips for Better Digital Security
March 2, 2022
Blockchain technology provides some natural security because of its decentralized system. However, no financial data is ever 100% safe online. Security is important when it comes to any cryptocurrency holdings and dealings. As we continue our blog series on Crypto… Read Now >>
Crypto Security 101—3 Key Components of Digital Investing
February 23, 2022
Many investors are exploring the crypto market. It’s an exciting time with different cryptocurrencies and NFTs that present unique investment opportunities. However, it’s important to understand that this asset class is still in an early adoption phase. There are extra… Read Now >>
The Downsides to the 7% Series—Inflation-Indexed Bonds Everyone is Talking About
February 16, 2022
As inflation continues to grow in the United States, many investors are turning to inflation-indexed bonds. They offer a relatively safe and steady investment gain when other markets are experiencing more dramatic ups and downs. The two primary U.S. inflation-indexed… Read Now >>
A “Project” To Pay For College Tax-Efficiently
February 9, 2022
The tax code says, “The term ‘net earnings from self-employment’ means the gross income derived by an individual from any trade or business carried on by such individual . . .” What is Considered a Business? The Supreme Court ruled… Read Now >>
Preparing Yourself Mentally for an Inevitable Market Correction
February 2, 2022
All financial markets are generally cyclical in nature. There will be ups and downs. There will eventually be market corrections after long periods of certain economic trends. We’ve been fortunate to experience more than a decade of strong stock market… Read Now >>
Protecting Yourself Against Inflation
January 25, 2022
The Social Security Administration announced a 5.9% cost-of-living adjustment (COLA) for benefits in 2022. This represented a major increase after averaging under 2.5% for the past 10 years. We’ve experienced significant economic inflation in the past year and the new… Read Now >>
Is a Self-Directed IRA Right for You?
January 19, 2022
Tax-advantaged retirement accounts such as IRAs or 401(k)s are a great way to save for retirement. You are able to put away money and defer the taxes, which allows these funds to mature over time through strategic investment portfolios. Limitations… Read Now >>
How to Lease or Buy a Car in Today’s Crazy Automotive Market
January 12, 2022
It’s no secret that the automotive industry has been experiencing a serious supply chain shortage throughout the pandemic. Auto manufacturers aren’t able to get certain necessary parts like semiconductors and computer chips. In addition, there have been many other production… Read Now >>
