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 I Rebalance My Investment Accounts?
Rebalance investment accounts effectively. Learn optimal timing and methods to maintain your target asset allocation over time.
Good Debt vs. Bad Debt: Before You Borrow
Not all debt is bad. Learn what’s worth borrowing for versus what to avoid before signing on any dotted line.
Pensions: What They Are & How They Fit Your Plan
Pensions explained: traditional pension mechanics, lump sum versus annuity decisions, survivor benefit options, and retirement planning integration.
Tax Planning vs. Tax Filing: What's the Difference?
Proactive tax planning saves significantly more than reactive filing. Understand the difference and transform your tax strategy.
Do I Need a CPA or Tax Preparer?
CPA vs. tax preparer: understand the professional differences and know when to hire specialized tax help for your situation.
5 Things to Do in Turbulent Market Times
5 smart moves to protect your investments during market turbulence. Stay on track when volatility strikes.