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Why Holding Too Much Cash Might Be Costing You
Wondering if you're holding too much cash? While it feels safe, too much cash could be quietly costing you in the long run. Find out how to strike the right balance and make your money work harder for you.

Molly Jordan
Apr 30
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Baby Steps to Wealth - Financial Tips for New Parents
Becoming a parent is a life-changing experience, and with it comes new financial responsibilities. Since Tom was born, we've learned that...

Molly Jordan
Apr 2
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High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.

Wayne Jordan
Oct 31, 2024
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How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.

Wayne Jordan
Jul 24, 2024
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Avoiding the Most Common Financial Scams
Financial scams lurk in the shadows of our digital age, preying on the unsuspecting and the unprepared. To fortify our defenses, it's...

Molly Jordan
Jun 3, 2024
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How to get out of a timeshare?
This post from Clark Howard has some good ideas for how to get out of a timeshare -- along with his I-told-you-so Never Buy A Timeshare! ...
Michael Dayoub
Jan 17, 2024
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Does high government debt impact stock returns?
It's no secret that our national debt is massive and growing larger. Of course this causes some concern among investors and many of our...

Wayne Jordan
Dec 13, 2023
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Year End To-Do List
6 Simple things you should do before the end of the year.

Wayne Jordan
Nov 29, 2023
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Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...

Wayne Jordan
Nov 22, 2023
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Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!

Molly Jordan
Nov 15, 2023
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Can you afford your dream college?
Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6
Michael Dayoub
Oct 23, 2023
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Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...

Wayne Jordan
Jun 7, 2023
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Stop logging in so much
I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...

Wayne Jordan
May 17, 2023
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Rainy Day (Funds) Looking Brighter
Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...

Wayne Jordan
May 5, 2023
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