Jan 30, 2020
Hats off to the 97 year old who qualified for a 30 year mortgage. And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?
Jan 23, 2020
Cheryl shows how easily you can save for retirement. Is it worth it? Investor confidence is on the rise despite the economic outlook remaining stable. First, Congress takes away the Stretch IRA. What do they have on tap next to hurt your retirement? And whatever you do, don’t text and drive – insurers are coming...
Jan 16, 2020
His law degree didn’t land him a job but it did get him out of debt. If you’re worried about an IRS audit, congratulations – you must be making serious money. Make sure you can insure your home before signing the contract. New and improved(?) uses for your 529 funds. If all investments turned out like they did...
Jan 9, 2020
Get the new year (decade?) off to a good start by checking these boxes. Don’t let it get you down that Cheryl took care of hers before 2020 was 24 hours old. We also put in some reminders to help you keep your 2019 taxes in check.