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, market... View Article
Tag Archive: financial planning
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, market... View Article
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 errors can lead to... View Article
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 you’ve inherited... View Article
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... 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