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 Financial Planning Has Got The Story All Wrong: Insights From StoryBrand’s Donald Miller
“Nobody wants to hear your story, they want to be invited into a story,” Donald Miller told me, in a recent…
The devastating wildfires that are ravaging Los Angeles are a stark reminder of how vulnerable older adults can be during disasters.…
Capital One’s technical outage which had been impacting the processing of some deposits, payments and transfers – has dragged on into…