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ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA

February 20, 2022

As parents it is important to be good role models for our children. Dave Ramsey Personality Rachel Cruze states “More is caught than...

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ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

February 6, 2022

I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

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TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

February 6, 2022

I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

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TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

February 4, 2022

The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...

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WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

MARKET VOLATILITY RETURNS - JANUARY 2022

January 24, 2022

Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

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MARKET VOLATILITY RETURNS - JANUARY 2022

CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

January 23, 2022

Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...

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CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

SOARING WITH INFLATION

January 23, 2022

During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...

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SOARING WITH INFLATION

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

January 18, 2022

Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...

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RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

January 1, 2022

The IRS recently announced that next year taxpayers can put an extra $1,000 into their 401(k) plans, an extra $1,000 in SIMPLE IRA Plans...

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CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

2022 INVESTMENT OUTLOOK

January 1, 2022

Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

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2022 INVESTMENT OUTLOOK

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

December 13, 2021

Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

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ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

YOUR GUIDE TO “BENEFICIARIES”

October 28, 2021

Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

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YOUR GUIDE TO “BENEFICIARIES”

IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS

October 22, 2021

Social Security offers a 5.9% cost-of-living adjustment. What if I am delaying my benefits? The Social Security Administration officially...

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IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS

FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

September 28, 2021

A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

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FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

MAXING OUT A 401(K) PLAN TOO EARLY

August 24, 2021

Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...

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MAXING OUT A 401(K) PLAN TOO EARLY

BACK TO SCHOOL BUDGETS

August 12, 2021

It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...

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BACK TO SCHOOL BUDGETS

PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

August 3, 2021

We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...

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PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

COMPOUND INTEREST

July 28, 2021

Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...

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COMPOUND INTEREST

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

July 20, 2021

Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

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CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

July 13, 2021

In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

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A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS
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