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Category: Financial Planning

501 results found
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How to Time Medical Expense Reimbursements from Your HSA

Updated: March 17, 2025

Is it possible to time your medical expense reimbursements from your HSA? In this highlight, we discuss how to time…

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The Best and Worst Types of Life Insurance!

Updated: May 15, 2025

No matter how much you know about finance, you’ve definitely heard about life insurance: maybe from commercials pitching it as…

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Don’t Let CNN or Fox Control Your Financial Choices! (Or This Can Happen)

Updated: March 17, 2025

It can be difficult to tune out what’s going on in the world, but what happens when you let CNN…

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How Too Much Risk Can Wipe Out Your Wealth!

Updated: March 17, 2025

Taking too much risk after you’ve already won the game can do an enormous amount of financial harm. We’ve seen…

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How to Avoid Buying Financial Products You Don’t Need!

Updated: March 17, 2025

? It may not be the best idea to buy financial products from the insurance agent at Chick-fil-a. Here’s how…

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6 Tax Credits and Deductions That Not Everyone Knows About

Updated: June 20, 2025

While tax season is over for most of us, it is never too early to start thinking about next year.…

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Don’t Blow it! What NOT to Do After a Financial Windfall!

Updated: March 17, 2025

One of our clients came into a significant windfall – unfortunately, their spending increased even more significantly. Here’s how you…

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Volunteering vs. Extra Money: Weighing the Opportunity Cost

Updated: March 17, 2025

When it comes to making money and volunteering, what is the best way to balance the two in order to…

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Money Guy Free Resource Roundup!

Updated: June 20, 2025

If you’ve been watching the show for any amount of time, you might think we have two great, free resources:…

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Should You Be Worried About Banks Collapsing?

Updated: June 20, 2025

Silicon Valley Bank, or SVB, recently collapsed and became the second-largest bank in the U.S. to fail (and the largest…

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