Uncategorized Archives - 30 minute money

Don’t Own Your Life Insurance

Here’s a simple, free tactic to avoid estate and probate taxes and fees

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Become an HSA Millionaire

How to use the only true tax dodge in the law to set aside thousands on a tax-free basis

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An Expensive Misunderstanding That Can Sink Your Retirement

An alarming number of people have misunderstood a critical element of their retirement strategy and it will cost them big.

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Dont Trust Government Numbers

The announcements of government economic statistics can move markets and affect investor attitudes. But be careful about making short term investment decisions on them.

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Meme Stocks

What’s a “meme stock” and what does it mean for your portfolio?

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Providing for Grandkids Without Risking Your Retirement

Many retirees want to help their grandkids. How can you do it without risking running out of money for retirement?

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How Much Can You Withdraw Safely?

How much can you withdraw from your retirement accounts without jeopardizing your retirement?

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Biden and Trump’s Tarriff Policy

Both presidential candidates have specific proposals for tariffs on trade with foreign countries. What does that mean to you?

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Check Your Powers of Attorney

You may hear a lot about keeping your will updated. We don’t hear as much about updating your powers of attorney but that may be a more important estate planning issue.