Articles

The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.

Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.

Charles Schwab offers both SIPC® account protection and a FDIC insurance amount for accounts custodied with them.

If your estate wishes do not fit in the format of a Beneficiary Designation form, you can instead describe your beneficiary designations in an attachment.

If you are entitled to some of your spouse or ex-spouse’s benefits, a representative at your local Social Security office may be able to give you estimates of those benefits.

After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.

Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

This quarter, we saw that in 1-year returns ending June 30, 2026, Developed Freedom Investing had a -3.55% disadvantage, Emerging Market Freedom Investing had a +12.33% advantage, and Overall Freedom Investing had a +0.45% advantage.

About 4% of elders falling victim to fraud with estimates that over $2.9 billion is lost to elder abuse every year. Being aware of the scams helps to protect yourself.

So long as all the cards and pieces stay out of the mouth, these games have a chance to be a joy at your table.

Doubling your retirement is not a fast process. It is the slow and steady practices of daily financial diligence.

This 2004 post has ten timeless rules for small businesses to maintain their financial balance.

This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.

Seniors have the most expensive health insurance and the most confusing health insurance options.