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

Mastering Financial Aid Eligibility

Presented by Kevin Moore and Jake Rivas For many families, financial aid programs help make higher education attainable. The first... View Article

Tax Season Scam Alert

Presented by Kevin Moore and Jake Rivas With tax season upon us, many of us are busy gathering the appropriate... View Article

How Do Restricted Stock Units Work?

Restricted stock units (RSUs)—a contractual right to receive company shares or an equivalent cash payment at some point in the... View Article

Preparing for Medicare Enrollment

It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from... View Article

Prioritizing Your Financial Health in the New Year

Presented by Kevin Moore and Jake Rivas It’s that time of year when many people set goals with the hope... View Article

Year-End Financial Planning Checklist 10 Suggestions to Help You Stay on Track

Presented by Kevin Moore and Jake Rivas Although 2020 has been a year of unexpected changes, one routine has remained... View Article