Inheriting Debt from a Family Member
Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away.... View Article
Inheriting Debt from a Family Member
Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away.... 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 you... 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 RivasSelf-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in a... 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
Turning Monetary Gifts into Learning Experiences for Children
Most parents want to help their children financially, but not by handing over cash with no strings attached. Instead, parents... View Article