06 Nov Why We Have an Emergency Fund
The unexpected is why we have an Emergency Fund or Contingency Fund if the idea of an emergency stresses you out. I also like to add buckets for other big chunks...
irrevocable trust Tag
17 Oct October is National Financial Planning Month!
What doors are you opening to your money this month? What steps can you take towards your financial goals? A few ideas...
03 Oct Know Where You’re Going
And that there may be some detours along the way...
10 Jul Three Stretch IRA Alternatives
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades....