09 Dec Uncategorized The HSA Juggernaut Posted by admin December 9, 2022 Heath Savings Accounts (HSAs) were established in 2003 as part of the Prescription Drug Improvement and Modernization Act. They were cr... Continue reading
09 Dec Uncategorized History Lesson Posted by admin December 9, 2022 “Nothing is more powerful than an idea whose time has come.” - VICTOR HUGO Not all that long ago, Financial Planning for most... Continue reading
09 Dec Uncategorized Financial Planning is not about money Posted by admin December 9, 2022 The adoption and fertility finance show with Matt Doran, CFPhttps://www.youtube.com/watch?v=vtI-oXE9EvE Continue reading
09 Dec Uncategorized Is $2 million enough to feel wealthy? Posted by admin December 9, 2022 Continue reading
Uncategorized The Great Rate Debate Posted by admin September 26, 2022 While the Dog Days of Summer generally are not good for the stock market, this year has had a few more twists and turns than usual.... Continue reading
Retirement Funding Meet IRMAA Posted by admin September 26, 2022 Sneaky taxes…. Are you at risk? IRMAA stands for Income Related Monthly Adjustment Amount and is a surcharge, or “sneaky tax”, that hi... Continue reading
Uncategorized Taxable Income Insights Posted by admin September 26, 2022 Taxable income (not total income) is what determines your Cap Gains rate. Adjustments help reduce your total income – are you maximizin... Continue reading
02 Aug The Passive Investor Podcast The Passive Income Investor Episode 2: Embracing Illiquidity Posted by admin September 15, 2022 Click Here to Listen to The Passive Income Investor Podcast: Episode 2 - Embracing Illiquidity Episode 2: Embracing Illiquidity In ep... Continue reading
02 Aug The Passive Investor Podcast, Uncategorized The Passive Income Investor Podcast Episode 1: The IRS is Your Partner Posted by admin September 15, 2022 Click Here to Listen to The Passive Income Investor Podcast: Episode 1 - The IRS is Your PartnerEpisode 1: The IRS is Your Partner ... Continue reading