Every Financial Plan is Wrong
“Every financial plan ever produced is wrong” – Joe Duran, United Capital I have to admit, as someone who creates…
Understanding Required Minimum Distributions
After you turn 70 ½ years old, you will need to take a minimum amount out of your traditional IRA…
Understanding Federal Student Loans
In order to plan for funding your student’s college education, you must understand the student loan landscape. I won’t take…
Lessons from the Financial Crisis
Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S…
Understanding Qualified Charitable Distributions
If you have an IRA and are required to take annual distributions, and you are charitably inclined, listen up: the…
Saving for College with 529 Plans
If you are putting away funds dedicated for your child’s higher education expenses, a 529 College Savings Plan is tough…