How to Stay Safe in a Winter Weather Emergency
Presented by Kevin Moore and Jake Rivas You prepare for tax season and for your year-end financial advisor m
Tax Changes You Need to Know About for 2022
Presented by Kevin Moore and Jake Rivas At the end of a year dominated by inflation, interest rate hikes,
5 IRA Misconceptions and How You Can Make the More Informed Choice
Presented by Jake Rivas Some IRA planning and investment strategies may appear easy to execute, but
In Transition: Coping with Big Life Changes
The one constant in life is change. Whether your child is graduating from college or getting married, whether y
Could a Health Savings Account Work for You?
Do medical expenses cost more than you’d like? Do you wish you had more control over your health care expense
FAFSA: Don’t Leave Money on The Table
When thinking about funding sources for your children's college education, you may assume your family earns too
Save early, save often and understand the alphabet soup of options The cost of a college education increases e
The Dangers of Trying to Time the Market
Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person wh
Understanding Interest Rates and Your Financial Situation
When discussing bank accounts, investments, loans, and, it is important to understand the concept of interest r
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 pa
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
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 y
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 sam
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 pa
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
Does Your Credit Need Repairing?
Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spo
Real Estate and Self-Directed IRAs
Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow
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
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 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 the keys
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