Blog

Read our perspectives on financial news, strategies that guide you to grow your finances, and stories that encourage you to envision your future and enjoy life now.

How to optimize your HSA benefits in a dual-income household

Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in...

2021 Child Tax Relief Credit

2021 Child Tax Credits – For many families, our advice is to opt out

President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under...

Summer Real Estate 2021

The housing market. Whew. It’s like the wild, wild west out there! Particularly if you live in states like Georgia,...

Estate Planning Horror Stories

While the pandemic has caused more -- and younger -- Americans to create last wills, a 2020 study shows that...

3 Pointers to Avoid First-Time Investment Mistakes

If we’re going to be good managers of the money we have, we need to know how money actually works....

Bitcoin in 2021

Everything You Need to Know About Bitcoin in 2021

Bitcoin, the most popular form of cryptocurrency, has seen a meteoric rise in popularity since the mid-2010s. But you may...

Health Savings Account: Your Tax-Fighting Superpower

Health Savings Accounts Can Improve Your Retirement Plan Key Points Any financial plan covers living expenses in retirement, but a...

How COVID-19 Changes Business and Impacts Your Portfolio

The Impacts of a Global Pandemic Key Points February - March 2020 saw an unprecedented drawdown of 34% for the...

Portfolio Must-Haves to Endure COVID-19

Invest with diversification and in innovation Key Points Investments in companies that innovate and thrive on advancement come through recessions...

Joe Biden’s Tax Plan: Who Benefits?

The Average Working Family Could See Their Costs Decrease Key points Biden is proposing an expansion to the Child and...