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