What is "Faux Financial Planning"?
In the world of financial planning, it can be easy to be charmed by the big, beautiful picture of a comfortable retirement plan that will allow you to do everything you dreamed of in your golden years.
2022 Q1 Happy Hour Commentary
What Are Series I Savings Bonds?
With inflation seemingly having a mind of its own in recent months, you may be considering a different kind of savings product that may be inflation-proof and low risk. Check out our latest video all about Series I Savings Bonds with some quick facts that might help you decide.
Billionaires and Biden; The Proposed Wealth Tax
The White House is proposing a new “billionaire minimum income tax” that proponents argue could help reduce income equality and reduce the federal debt, while opponents argue it’s just a matter of time that the tax spreads beyond the most wealthy.
Custodial ROTH IRAs for Minors
Though kids may not care too much about retirement while they are working their first jobs, they will be extremely thankful to you for thinking about their future and setting them on the path of financial wellness early. Check out our latest video on Custodial ROTH IRA’s for kids.
What Is A NFT?
Wacky pixel art. Tweets from Jack Dorsey. JPEG’s. What do these three things have in common? NFTs. Check out our latest video!
