Finances
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
Articles
How Do Income Taxes Work?
Income tax fundamentals: understand brackets, calculate deductions and credits, and know exactly what you’ll owe the IRS annually.
How Does the Profit First Model Work?
Profit First model explained: a cash management system ensuring your business stays profitable from day one through forced discipline.
How Do I Know What to Invest In?
Demystify investment choices. Learn about asset allocation, assess your risk tolerance, and select investments matching your goals.
What Is an FSA or HSA?
FSA vs. HSA: understand the key differences between these health savings accounts and determine which fits your situation best.
How Does Property & Casualty Insurance Work?
Protect your assets with the right insurance: homeowners, renters, auto, umbrella coverage, and what you actually need.
I Have Stock Options: What Should I Do?
Navigate employer stock options confidently. Learn exercise timing, tax implications, and common mistakes to avoid with your equity.