New legislation is rewriting the old rules for retirement. From small business tax incentives to raising the RMD (Required Minimum Distribution) age, Traci explains how the SECURE Act could impact you....
Are you worried about cybersecurity? If you’re not, you should be....
Many of our clients have the sandwich responsibility. They're providing care for their own kids and their parents as well. When they ask me what I see as a concern for their folks or in-laws, I ask a question. Do they have long-term care insurance?...
It’s an adventure – as Traci recently discovered when her 13-year-old son went on an Amazon shopping spree: Tommy wanted to upgrade his Xbox gaming console, and give his old one to his little brother as a birthday present. To help Tommy finance this purchase, I...
So you’ve adopted the first 3 wealth-building habits: You Pay Attention. You Avoid Bad Debt. You Live Beneath Your Means. Now it’s time to get serious about saving. ...
Keeping up with the Joneses costs a fortune. You’ll need more money coming in than going out. Otherwise, you’re not building wealth. You’re building a mountain of debt....
Imagine buying a house without asking the price. That’s essentially what you’re doing if you take out a loan or rack up credit card bills without fully understanding what you’ll actually pay to pay off that debt....
You’re driving down the highway when smoke starts billowing from under the hood. Do you keep going, hoping the engine fire will magically put itself out? Of course not. You pull over and face the reality of your situation....
According to the College Board,15 years from now (that’s 2033!), a private four-year college degree will cost $323,900. Gulp. Some families have been saving in 529 accounts that can be used for qualified educational expenses like higher education tuition, room and board, books, and computers....
Congratulations! You’ve finished your estate planning. You have a will or trust, you’ve designated a financial power of attorney, and you’ve picked your health care power of attorney. At this point many people think they are finished. That’s a mistake. Watch this video to find...