Should you take out a 401k loan to pay off your debt? And does it matter what the kind of debt is? Today we’re going to tackle this common question and more to help you figure out your finances.
Today’s Smart Money Question: If you’re getting close to retirement, you may be envisioning what that next chapter will look
Today we’re answering a few of your questions about financial planning. Should a dentist sell his building and his business? What should you do with life insurance money? We’ll discuss these topics on the show.
Today’s Smart Money Question: We came across an article about murky areas people don’t have clarity on when it comes
We had a great conversation with the daughter-in-law of one of our clients. She and her husband recently had a child and she wanted to think about additional planning as far as investments. Here’s how we helped her prioritize her finances.
On today’s episode, we’re answering questions we’ve gotten from clients, podcast listeners and others about all things finance. Find out how to prepare financially for an impending divorce and more.
Today’s Smart Money Question: On today’s episode, we’re taking your financial questions. Find out how to help an elderly parent
Are you ready for the 2022 tax season? We’ll explain why breaking even in your taxes is so important and how behavioral finance plays a role in most people’s lives.
Has your identity ever been stolen? If so, you know how much of a struggle it can be to take care of it and make things right again. Today we’re sharing some stories of our clients who have been through this difficult ordeal.
You might not be able to follow through on all 15 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
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