A Trump administration rule that went into effect at the beginning of the year is requiring hospitals to reveal publicly for the first time what they charge for their services....
All too often, people make investment decisions based upon their political concerns. Sure, policymakers can make changes to things like our taxes, minimum wage, and other regulations that affect our...
“I don’t mind paying income taxes, but it’s not my favorite thing either. It’s such a strange process. Every other bill I pay is pretty cut and dry. I get…
Two weeks ago, I got a call from one of my clients. He owns almost 40,000 shares in an unknown local technology company that he bought from the founder many...
I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars...
“What’s one thing you wish you knew about investing when you were 20?” I was asked this question as a guest on a recent podcast. My answer? “I wish I...
Our mortgage loan officer told us what we qualified for and I couldn’t help myself as I burst out laughing. Shelly whacked me on the leg under the big conference...
This is going to sound crazy, but maybe you should not be taking advantage of your 401(k). Maybe you should go ahead and pay taxes on your investments now, not...