Budgeting Blog
Why Holding Too Much of One Stock Is Riskier Than You Think
Concentration risk is one of the most overlooked dangers in investing. Here is how to tell if you are overexposed to a single stock and what to do about it.
What Are Required Minimum Distributions and How Do You Manage the Tax Hit
The government requires you to withdraw from your retirement accounts at age 73. Here is what RMDs are and the strategies that can help you manage the tax impact.
The Real Cost of Probate (And Why You Probably Need a Trust)
There is so much misinformation out here about wills and probate costs. Let us break it all the way down so you know exactly what it costs, what a will actually does, and how to protect your family starting today.
Your Summer Utility Bill Is About to Get Expensive. Here Is How to Fight Back.
Summer cooling costs are up nearly 9% this year. Here are five practical ways to cut your utility bill and redirect those savings toward your financial goals.
Americans Are Holding More Stocks Than Ever. Is Your Portfolio Balanced?
Stocks now make up a record share of American household wealth. Here is what that means for your portfolio and how to make sure you are not overexposed to risk.
Inflation Is Back at 4.2%: Here Is How to Protect Your Money Right Now
Inflation just hit 4.2%, the highest in three years. Here is what it means for your budget and the specific investments that can help protect your money right now.
How to Pass On Your Money Values to the People You Love
The most powerful thing you can pass on is not money. It is the values behind it. Here is how to have the money conversations that build generational wealth.
Tax Smart Strategies That Can Help You Build Wealth Faster
Your tax bill is not fixed. Here are five tax smart strategies that can help you keep more of your money and build wealth faster throughout the year.
Your Midyear Estate Planning Checklist (Yes, You Need One Even Now)
Estate planning is not just for the wealthy or the elderly. If you have money or people you love, you need a plan. Here is a simple midyear checklist to get yours in order.
Summer Money Leaks: How to Enjoy the Season Without Derailing Your Financial Goals
Summer can quietly drain your budget if you are not paying attention. Here is how to enjoy the season fully without letting it derail your financial goals.
The HSA Secret Most Women Are Missing (And Why It Could Change Your Financial Future)
HSAs are one of the most powerful financial tools available, and women have the most to gain. Here is what an HSA is, why the myths are wrong, and how to make yours work harder.
IRA Strategies That Can Help Your Money Grow Faster This Year
Halfway through the year is the perfect time to check in on your IRA strategy. Here are the moves worth making right now to grow your retirement savings faster.