Articles

Looking closer into each asset class, here’s how our top six asset classes performed between January 1 and December 31, 2020.

After trying Instacart again a handful of times, I finally decided that in-person shopping was cheaper and more effective for my family.

Here you can find our article series detailing how and why you should fund a custodial Roth IRA for your children.

Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

Utilizing tax-smart spontaneous giving only requires the smallest amount of planning ahead.

The short answer is that most taxable distributions from inherited IRAs are taxed at the the child / beneficiary’s income tax rate. The longer answer is that there are multiple chances for inheritance to be taxed.

With timeless advice, this article can help you make decisions during uncertain times.

Avoid allowing the firm that has custody of your assets to also give you advice.

To take advantage of tax-free penalty-free Roth withdrawals of contribution basis, you need to keep careful records of your Roth contributions.

Sadly, the IRS is very clear about this; contributions must be cash.

A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.

Instead of changing your investment strategy, you should focus on changing your spending habits and charitable giving to help further the social good you want in the world.

Having a financial advisor who has discretion over your accounts is only a good idea if your financial advisor is covered under the fiduciary duty and is fee-only.

Here are some options for helping your child purchase their first home.

Step by step, this article shows how you can determine what taxes and penalties are owed on non-qualified distributions.