How Much Should We Really Be Saving For Our Kids’ College? While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). …
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We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs,…
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Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what…
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A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the…
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This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and…
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Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not,…
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Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your…
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There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and…
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Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does that mean you should get your money out now…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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