What You Need to Know About I Bonds
With inflation surging in the early part of 2022, I bonds have been gaining investors’ attention. If you’re not familiar with this investment, keep reading for an introduction into I bonds. What are I...
View ArticleShould You Start Investing Outside of Your 401(k)?
Investing. It’s often at the forefront whenever we think about putting funds up for the future and putting our hard-earned money to work. Whether retirement is a few years or several decades away,...
View ArticleStudent Loan Relief: Here’s What You Need to Know
On Wednesday August 24, President Biden announced an executive order that will forgive up to $20,000 in federal student loans for Americans earning under specific income limits. According to the White...
View ArticleFirst-Time Homebuyer? Here’s How to Buy Your First Home
Owning a home is a major milestone many Americans expect to achieve in their lifetime. It's not simply about having the ability to stay in one place for years – it's also about taking advantage of the...
View ArticlePaying for Medical Bills Without Health Insurance
Recently, a family friend experienced a freak accident. Unfortunately, they were without health insurance. As we created a GoFundMe page to help cope with the avalanche of medical bills, I thought it...
View Article10 Things You Didn’t Know You Could Use Your HSA For
A health savings account can be used to pay for more than doctor visits and prescription drugs. Learn about these HSA-qualified expenses. Anyone with a qualified high-deductible health insurance plan...
View Article18 Legal Secrets to Reducing Your Taxes
Taxes may be an inevitable part of life, but most people would probably rather not hand over a portion of their earnings to the government. “Tax bills can ruin your day,” opines Craig Ferrantino,...
View ArticleTax Strategies in a Down Market
It has been a painful year to be an investor. So far in 2022, the S&P 500 is down about 15% while U.S. Investment Grade bonds are down about 17%. Some individual sectors and companies have...
View ArticleSmart Ways to Gift Money to Children
Most parents with the ability to give money to their adult children plan to do just that. But it’s not only the tax implications of gifting that parents must consider before writing a check or...
View ArticleEnrolling in Medicare for the First Time
Recently when I visited my parents, I noticed a large pile of papers in the kitchen, all with a similar message: “We can help you with Medicare.” My dad turns 65 this year and it appeared a bunch of...
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