top of page
Search
Wayne Jordan
Oct 30, 2024
High Income? Which Savings Accounts Should You Fund First?
For many high earners the big question is where should I save my money first. Here we give the top accounts for the biggest savings.
0 comments
Molly Jordan
Aug 6, 2024
Don't Panic: Navigating Small Market Dips
The recent market dip has left many investors feeling uneasy. Headlines about declining stock prices and economic uncertainty can be...
0 comments
Wayne Jordan
Jul 24, 2024
How Tax Loss Harvesting can Reduce Taxes for Multiple Years
Learn how to minimize tax liability when generating cash out of investments.
0 comments
Molly Jordan
Jun 2, 2024
Avoiding the Most Common Financial Scams
Financial scams lurk in the shadows of our digital age, preying on the unsuspecting and the unprepared. To fortify our defenses, it's...
0 comments
Michael Dayoub
Jan 17, 2024
How to get out of a timeshare?
This post from Clark Howard has some good ideas for how to get out of a timeshare -- along with his I-told-you-so Never Buy A Timeshare! ...
0 comments
Wayne Jordan
Dec 13, 2023
Does high government debt impact stock returns?
It's no secret that our national debt is massive and growing larger. Of course this causes some concern among investors and many of our...
0 comments
Wayne Jordan
Nov 29, 2023
Year End To-Do List
6 Simple things you should do before the end of the year.
0 comments
Wayne Jordan
Nov 22, 2023
Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...
0 comments
Molly Jordan
Nov 15, 2023
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
0 comments
Michael Dayoub
Oct 23, 2023
Can you afford your dream college?
Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6
0 comments
Wayne Jordan
Jun 7, 2023
Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
0 comments
Wayne Jordan
May 17, 2023
Stop logging in so much
I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...
0 comments
Wayne Jordan
May 5, 2023
Rainy Day (Funds) Looking Brighter
Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...
0 comments
bottom of page