E230: Maximizing College Savings – A Guide to "Superfunding" a 529 Plan
July 24, 2024
When planning for your child's future education, one powerful tool at your disposal is the 529 plan. You may already be familiar with the basics of this tax-advantaged savings vehicle, but have you heard about "superfunding" a 529 plan?
E218: What Home Improvements Increase Cost Basis (And Why You Should Care)
April 17, 2024
E217: What's a "Normal" Down Payment for Buying a House?
March 20, 2024
E216: How to Recognize (And Avoid) Scams
March 13, 2024
E215: How to Switch Banks (In 5 Steps)
March 8, 2024
E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?
February 28, 2024
E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals
February 21, 2024
E212: Can a 529 Be Rolled Into a Roth IRA?
February 14, 2024
E211: The Benefits of Working With a Flat Fee Financial Advisor
February 8, 2024
E210: Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss
February 6, 2024
E209: Navigating Tax Debt – What to Do When You Can't Pay the IRS
January 24, 2024
E208: New Reporting Requirement for Small Businesses (BOI)
January 17, 2024
E207: My Three Words for 2024
January 10, 2024