What is a homestead exemption
A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.
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How do financial advisors get paid?
Financial advisors get paid in a wide variety of ways including salary, commissions, fees only, and fee-based (fees plus commissions). It’s critical you understand the financial incentives behind your financial advisors’ advice to you.
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How To Find A Financial Advisor You Can Trust in 5 Steps
You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.
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What Does A Financial Advisor Do?
What comes to mind when you think of a financial advisor? Stress and anxiety or peace and...
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What Happens To HSA When You Die
I know that your death is not what you want to think about, but take the time to understand how...
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How does an HSA work? 2020 HSA Rules
Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...
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Mark Maurer, CFP®, MBA -What you need to know about long term care insurance for late in life healthcare expenses
One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!
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Can’t Fund An HSA? How About An IRA To HSA Rollover?
Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...
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Dan Solin – Financial Frenemies, 6 Investing Mistakes to Avoid
Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.
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How much do I need to retire?
5 steps to help you determine your target number We all think about just how much we need to...
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Major Expenses In Retirement and How They Affect Retirement Planning
Do you know what the major expenses in retirement are and how you are going to pay for them? ...
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Inherited IRA Rules & Beneficiary IRAs
What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
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