Apr 19, 20212 minTaxesIt's tax season!Tax Update: The federal tax deadline was extended to May 17, 2021 and the majority of states have also extended their tax deadlines too.
Mar 23, 20212 minFinancial PlanningThe Ultimate Job Offer Evaluation TemplateJob hunting? Don't just compare salaries. Use this template to outline each job offer so you understand the full financial package.
Feb 21, 20215 minFinancial PlanningDo I Need a Financial Advisor?Do you need a financial advisor? Personal thoughts and lessons on when (and when not) you might need a financial planner.
Jan 21, 20213 minTax-Advantaged AccountsThe Ultimate Retirement Account - Roth IRALearn why the Roth IRA is one of our favorite tax-advantaged accounts! Not only meant for retirement, but also ideal for mid-term goals.