April 4, 2020 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Great start, but follow the ...
Read More » March 21, 2020 Finances, News
Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...
Read More » March 17, 2020 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Landlords and duplexes Dear Dave, ...
Read More » February 29, 2020 50+ Lifestyles, Finances
We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there and with the recent passage of the SECURE Act things are ...
Read More » February 11, 2020 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, Is it okay ...
Read More » February 5, 2020 Finances
A common question I’ve heard as of late is ‘what’s the stock market going to do given the upcoming election?’ Well let’s start by looking at how the S&P 500 has fared ...
Read More » January 26, 2020 News, Respect Life, Sports
Tight end Benjamin Watson is retiring from the New England Patriots, but he is moving into a new calling that may have a much greater impact. He is putting the final touches ...
Read More » January 16, 2020 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, We just helped ...
Read More » January 12, 2020 Finances
While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...
Read More » January 6, 2020 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Dear Dave, My two brothers-in-law ...
Read More » November 28, 2019 Finances
If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup ...
Read More » November 20, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Helping is often more than ...
Read More » November 4, 2019 Finances
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily ...
Read More » October 12, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. You don’t fake poor Dear ...
Read More » September 11, 2019 Finances
Last month, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look ...
Read More » September 2, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Getting motivated Dear Dave, My ...
Read More » August 24, 2019 National, News, Politics & Policy
Supreme Court Justice Ruth Bader Ginsburg underwent radiation therapy after a cancerous tumor was found on her pancreas, the court announced on Aug. 23. Ginsburg had a routine blood test in early July, which uncovered ...
Read More » August 24, 2019 Finances
One of the most overlooked, but perhaps most important, aspects of retirement income planning is taxes and how they relate to Social Security. Taxation on Social Security benefits works differently than other ...
Read More » August 6, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. If you can’t afford ...
Read More » July 26, 2019 50+ Lifestyles, Finances
The last couple of years have been a rough one for many charities out there. Most have experienced an increasing demand for their services while simultaneously seeing a large drop off in ...
Read More » July 9, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. A home shouldn’t leave you ...
Read More » June 25, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Emergency fund for business? ...
Read More » June 7, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Preparing for the real world ...
Read More » May 20, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Investigate your options Dear ...
Read More » May 4, 2019 Finances
Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey. Play it smart Dear ...
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