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Category: Beyond Basics

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How Much Do You Actually Need To Retire?

Believe it or not, the concept of saving for your own retirement is a fairly recent creation. Brian, our Money…

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This Is What Tax Planning Really Means

There is at least one political issue that the vast majority of both major political parties are in agreement on:…

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How To Get Your Financial Life Together in 2025

The majority of Americans live paycheck to paycheck, but nobody really wants to be living paycheck to paycheck. If you…

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Mortgage Rates Could Be Higher for Longer. Here’s How That Could Affect You.

After a brief reprieve from 7% mortgage rates in August and September, 30-year fixed rates have surged back above 7%.…

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The IRS Just Announced 2025 Tax Changes!

It’s my favorite time of year: the weather is getting cooler, the leaves are changing, football is in full swing,…

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This Might Be the Best Retirement Account. Only 10% of Americans Have One.

Health Savings Accounts, or HSAs, just might be one of the best retirement accounts available to Americans. These accounts were…

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Do I Need a Bridge Account for Early Retirement?

If you plan on retiring before normal retirement age, or before you can take penalty-free distributions from your retirement accounts,…

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How To Save for Retirement When You Have a Pension

A pension plan is a retirement plan that provides a certain amount of income every month in retirement. Also called…

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How Will the Next President Affect the Stock Market?

As a huge politics nerd, election years have always been special for me. When I was younger, I remember staying…

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What Type of Health Insurance Plan Is Right for You?

Health insurance is a financial necessity for everyone, regardless of age or how healthy you are. About 25 million Americans…

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