Episode 356 - 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But theyre not for everyone. Here are four other potential al

Episode 355 - Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains.

Episode 344 - The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. Well review and summarize some of the key aspec

Episode 354 - Finding the right life insurance policy can be complicated, and its easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance.

Episode 353 - People might think that health care is cheaper once youre covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidel

Episode 352 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Episode 295 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Episode 351 - People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, a

Episode 350 - Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one?

Episode 349 - Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retire