Blog

  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    7.26.2025

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

    Read More

  • New COVID-Related Rules For Accessing Your 401k

    4.19.2020

    COVID-19 surprised everyone. As part of the response to COVID, the Coronavirus Aid, Relief, and Economic Security…

    Read More

  • The 401k Loan, A Useful Tool (If Used Correctly)

    1.15.2020

    401ks are for retirement. With pensions going the way of the dodo bird, flip phones, and fax…

    Read More

  • The SECURE Act Is Here! What You Should Know. (before you buy that annuity)

    12.30.2019

    MNice Investor talked about the possibility of the Stretch IRA going away with passing of the SECURE…

    Read More

  • Year-End Financial Checklist

    11.26.2019

    Working with families, and having my own, I often use the seasons and holidays as signposts. They…

    Read More

  • Don’t Be Afraid of The HSA This Open Enrollment Season!

    11.20.2019

    I don’t think it was a coincidence that #HSAAwarenessday occurred right before Open Enrollment, nor was it…

    Read More

  • You Can Have Your Funnel Cake On A Stick & Eat It Too!

    7.22.2019

    Can you have your cake and eat it too? When it comes to the magical 529 plan,…

    Read More

  • Beyond Meat Father’s Day Taste Test

    7.4.2019

    I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact—…

    Read More

  • RIP Stretch IRA (Maybe?)

    6.10.2019

    What Is a Stretch IRA? When an Individual Retirement Account (IRA) is left to a nonspouse, a…

    Read More
  • jeopardy risk assessment

    I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.

    5.25.2019

    I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…

    Read More