some lessons here: Tax Pros sometimes make mistakes. Just because you get an answer you like doesn't mean it's the right answer. Gifts...

In my opinion, it's never safe to assume your phone is safe. The less you do with it, the safer you are. This spyware can record...

There's no standard answer how to plan for assisted living or nursing care. When we see stories where Medicaid fails seniors, we...

We advise our clients and their family members as they go through healthcare insurance decisions. Signing up for Medicare at age 65 can...

Think you've got a good sense of where the market or economy is headed? I challenge you to write down your predictions, as of December...

The Wall Street Journal found that credit unions charged substantially lower interest rates than banks on auto loans last year. We...

Great Wall Street Journal article on Hindsight Bias

But always watch out for companies selling you Medicare Advantage when you might be better off long term with Medigap (Medicare...

The word 'recession' has been getting used a lot more lately in the media. So it got me thinking about how stocks perform during...

1. Job Searching Early: Some employers allow you to apply up to 180 days before the end of your contract. Make sure to take...

I recently received a notification from my credit union offering a 3.3% APY CD that matures after 33 months, and the high interest rate...

Happy Friday! Last month, the TSP added some new features, but if you don’t log on to the website often, like I don’t, here is a quick...

Inflation is at a 40 year high in 2022. A lot of our clients (especially our retirees) are asking how we make sure their savings and...

I had delusions that budgeting software would have become easier to use compared to the last time I used it. It's been several years...

YNAB notes YNAB: https://www.youneedabudget.com/ Easy to create trial account Step 1. Create Budget Categories. Enter a budget spending...

We hear this a lot for various reasons: buy stocks that pay dividends. Is this a good strategy?

This is a thought that comes up a lot when the market is doing well--I'll wait for a dip before I buy into the market. But here's the...