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Category: Beyond Basics

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The 5 Best Tools To Cover Life’s Greatest Financial Risks

Money is a ubiquitous stressor. 71% of Americans say that money is a significant cause of stress in their lives.…

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What To Do When the Stock Market Is Down

The S&P 500 is down nearly 15% from its highs earlier this year, inching closer to bear market territory. While…

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How Large Should Your Emergency Fund Be?

Emergency funds: everyone needs one, but few Americans have one, and even less have the amount of savings they actually…

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How To Prepare for a Bear Market in 2025

The Nasdaq stock market index is in correction territory, down over 10% from recent highs. The other major US indexes,…

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How To Pay Off High-Interest Credit Card Debt

Credit card debt should be avoided at almost all costs. The average interest rate on credit cards is currently 24.20%,…

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The Best Tools for Filing Your Taxes in 2025

I don’t know if there’s anyone out there that looks forward to tax season. The average American certainly doesn’t, and…

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How To Plan Great Vacations on a Budget

“Vacations on a budget” doesn’t sound like an appealing term. When I think of planning a vacation on a budget,…

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Here’s Why Roth Isn’t Always Better Than Pre-Tax

We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability…

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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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