In this episode, the relatable finance guys discuss ways to avoid financial stress in your marriage.
When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]
To encourage more people to engage in estate planning and communicate how they intend to maintain, protect and distribute their assets upon incapacitation or death, the Florida legislature in 2019 approved the use of electronic wills and certain other legal documents. While Florida allows some electronic notary services to begin as early as Jan. 1, […]
In this episode, the relatable finance guys discuss things you need to know to purchase a house.
Congress handed U.S. taxpayers a year-end gift on Dec. 19, 2019, in the form of a new law intended to help taxpayers save more money for retirement while giving them more flexibility in how and when they use those funds over their lifetimes. Here are the details of what is included in the Setting Every […]
Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to details. Selecting […]
In this episode, the relatable finance guys revisit the fictional Grady Bunch and risks they can mitigate with proper planning.
The decision to invest in stocks is one that individuals must take the time to consider carefully, weighing the risks and rewards in the context of their own unique facts and circumstances. In general, stocks carry far greater risks than other investments, such as bonds and cash. Investors must contend with market volatility based on […]
In this episode, the relatable finance guys discuss how election-year politics impact the markets and the economy.
As the year comes to a close, it is not too late for taxpayers to maximize contributions to their retirement saving accounts in 2019. Similarly, with the IRS’s recently announced cost-of-living adjustments to retirement account contribution limits for 2020, it’s now too early to begin planning for next year and the tax returns you will […]
Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]
In this episode the relatable finance guys break down areas where there may be growth opportunities due to changing demographics and other economic factors.
A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Rather, it is a critical planning tool that can help all individuals at all income levels make informed […]
If you reached age 70½ this year, it is time to start thinking about required minimum distributions (RMDs) from your tax-deferred retirement accounts and how they will fit into a tax-efficient retirement strategy. The IRS generally requires taxpayers to annually withdraw money from their traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k), 403(b) and other defined-contribution […]
In this episode, the relatable finance guys introduce the Grady Bunch and share their thoughts on how they can manage their cash flow.
