End of Year Tax Planning with Brent Thoman
Brent Thoman, Brett Rice & Rob Yeend talk about end of year tax planning options and ideas.
Personal Financial Resources
There are hundreds of personal finance books, podcasts, and documentaries available, so many that no one could read, listen, or watch them all.
Retirement Plan Options: What you need to know
The best 401(k) strategy is the one that fits best with your overall retirement strategy. Choosing the wrong option can throw your carefully created plan out of balance. If you have questions, we are here to help.
How to be a Successful Female Investor
Your money and your health are two of the most important things in your life and they influence every aspect of your life. Women have the health part down. We think about health more than men and do more about it. We are more likely than men to have health insurance and a regular source of health care.
Focus On What You Can Control
Things have been scary in recent months. While it might be starting to settle down, there is still a lot of uncertainty. And one thing the market, to say nothing of investors, hates is uncertainty.
Emotions and Financial Behaviors
We humans are not the most rational creatures when it comes to many areas of our lives and our finances are one of them. We make decisions based on emotions and that can be a dangerous thing, particularly when it comes to money and investing.
