Categories for News

The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)

Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out... View Article

Could a Health Savings Account Work for You?

  Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish... View Article

Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article

Four Ways to Avoid Money Spats with Your Partner

Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree on how... View Article

Does Your Credit Need Repairing?

Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spouse... View Article

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in... View Article

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Presented by Kevin Moore and Jake Rivas Living in an increasingly paperless world has its benefits, but when it comes... View Article

The American Jobs Plan and Proposed Tax Policy

Presented by Kevin Moore and Jake Rivas On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal... View Article

A Starter Guide to Selling Your House

Presented by Kevin Moore and Jake Rivas From the moment you decide to sell to the day you hand over... View Article