Passing Down An Inheritance
Leaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things to pay attention to when estate planning.
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What To Do With Your Pandemic Savings?
Before you go wild with your funds as the country opens up again, what should you do with your recent savings? Don shares some strategies to make sure you accomplish your financial goals.
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Financial Lessons from Mark Twain & Picking the Right IRA
We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk through traditional and Roth IRAs to see which is better for you.
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Revisiting the SECURE Act: Inherited IRAs
Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.
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Use the 3rd & 4th Quarter to Get Your Finances Organized
The second half of the year can be a great time to evaluate your portfolio and take the necessary steps to get your finances organized. If you don’t know where to start, we’ll give you a checklist of items you should be focused on during the 3rd and 4th quarter.
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