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Check the Health of Your Life Insurance
A lot can change between when you buy a life insurance policy and when you use it, especially if you are building cash value. Don’t be caught with an unpleasant surprise. Check up on your policy every few years.
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Financial Spring Cleaning
Spring is a traditional time to clean house. Use that time to clean up your finances as well and make your life easier. Here’s how.
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Supply and Demand Investing
How can you decide when to buy or sell investments? By going back to economics 101 – paying attention to supply and demand. In this episode, we discuss how.
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Don’t Over Convert
Should you try to convert all your traditional retirement accounts to Roth accounts to save money on taxes? No. Converting them all will result in higher taxes.
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Are You Underperforming the Market?
How did your portfolio perform compared to the stock market? There are good reasons to hope that it did. In this episode we discuss why.
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What you can learn from your tax return
No one enjoys the annual exercise of filing their income tax return. But you can turn it into an opportunity to save taxes in future years
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The Psychology of Cash Flow
Never say budget. Learn the psychological traps that can keep you from managing your money successfully.
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The Benefits of Filing Your Taxes Early
Filing your tax return early doesn’t just get you a faster refund. It can actually help protect you from identity theft.
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