Businesses and individuals in the U.S. and worldwide are now affected by forced closures and economic slowdowns due to COVID-19. If you are a sole proprietor, contractor, or business...

With 2020 behind us, I am most thankful for my health and the good health of my loved ones.

Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to how to spend from their investment portfolio.

You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

It feels as though we just finished this tax season with the next one already upon us. No time to waste so let’s forge ahead!

The Consolidated Appropriations Act, 2021 includes COVID-related relief in the form of the COVID-related Tax Relief Act of 2020 (COVIDTRA) and the Taxpayer Certainty and Disaster Tax Relief Act...

Articles about the benefits of meditation are everywhere these days, and for good reason. 2020 was an unusually stressful year, and people are looking for non-addictive, healthy ways to...

Even though 2020 has been a challenge for everyone in very personal and different ways, I believe that one commonality we all share is that it has reminded us...

It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look...

As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call...

Student loan debt reached $1.6 trillion in June of 2020. This is close to 10% of the U.S. gross domestic product. How did we get here, and what options...

Benjamin Franklin has a famous quote: “… nothing can be said to be certain, except death and taxes.” A more modernized quote would probably include the mention of debt!...

One silver lining amid recent events is that market interest rates have declined, resulting in lower mortgage rates. Mortgage rates are sensitive to the 10- year Treasury note, which...

Personally, there is nothing more relaxing and exhilarating than being on a sailboat with a 15-knot wind on your beam (side), listening to the soft sounds of water splashing...

Debt can sure come in handy when buying a major asset like a house or car or managing unexpected expenses. Thankfully, the interest you pay on this debt can...

Why are we ending a stressful year talking about debt management?