Personal Finance
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead of balls, it’s…
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The Trump administration is abolishing the office that manages and coordinates most federal…
A mega backdoor Roth conversion is a retirement plan strategy that can allow…
If you want to retire in or to California, you may wonder how…
The description of facts here is based on a real case. We addressed…
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I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is…
Mortgage rates remained near a three-month low this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market…
If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25%…
How, When, And Why To Talk To Your Kids About Your Money: Timeless Wisdom From Warren Buffett
Forget E. F. Hutton; when Warren Buffett talks, people listen. And I don’t feel like that’s simply because he’s the world’s…
President Donald Trump’s Justice Department on Friday asked the Supreme Court to freeze a handful of cases, including a challenge to…
Existing home sales in the U.S. in 2024 were the lowest in nearly 30 years, as home prices hit an all-time…