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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...
Wayne Jordan
Jun 7, 2023
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Today's Crisis: the debt ceiling
Today’s crisis is the debt ceiling. Will Congress and the President strike a deal to avoid a US government default? They’ve raised the...
Wayne Jordan
May 25, 2023
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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...
Wayne Jordan
May 17, 2023
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Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
Wayne Jordan
May 11, 2023
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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...
Wayne Jordan
May 5, 2023
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Doctors offices offering credit cards for payment?
None of our clients have asked me about credit card offers from their healthcare providers. They sometimes are offered payment plans and...
Michael Dayoub
May 4, 2023
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Still hanging on to those Beanie Babies?
Remember Beanie Babies? Of course you do. But do you also remember that some people viewed them as an investment? Yes, you can find...
Wayne Jordan
Apr 27, 2023
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529s are becoming more than just a college savings tool
In the past 529s were thought of as only a college savings tool. That is still their primary use, but in recent years these accounts have...
Wayne Jordan
Apr 18, 2023
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Taxpayer Wins! (DOJ gets IRS to erase penalty for good faith filer.)
some lessons here: Tax Pros sometimes make mistakes. Just because you get an answer you like doesn't mean it's the right answer. Gifts...
Michael Dayoub
Apr 13, 2023
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Pay medical tab with cash even when you're insured?
Which should I do for the example here? A colonoscopy with a cash price of $1625 or pay $5000 (the insurance negotiated rate) ? The...
Michael Dayoub
Apr 11, 2023
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Another iPhone spyware attack
In my opinion, it's never safe to assume your phone is safe. The less you do with it, the safer you are. This spyware can record...
Michael Dayoub
Apr 11, 2023
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Medicaid, an unreliable safety net
There's no standard answer how to plan for assisted living or nursing care. When we see stories where Medicaid fails seniors, we...
Michael Dayoub
Apr 6, 2023
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Banking Crisis? Recession? What should we do?
If you've read the news lately you can't escape the headlines about a banking crisis and a potential recession on the horizon. We're...
Wayne Jordan
Apr 3, 2023
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Medicare Advantage vs. Medigap?
We advise our clients and their family members as they go through healthcare insurance decisions. Signing up for Medicare at age 65 can...
Michael Dayoub
Mar 14, 2023
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How good are your prediction skills?
Think you've got a good sense of where the market or economy is headed? I challenge you to write down your predictions, as of December...
Wayne Jordan
Jan 12, 2023
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A big reason why we like credit unions: lower rates!
The Wall Street Journal found that credit unions charged substantially lower interest rates than banks on auto loans last year. We...
Wayne Jordan
Jan 4, 2023
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Hindsight Bias
Great Wall Street Journal article on Hindsight Bias
Wayne Jordan
Dec 21, 2022
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Good basic introduction to Medicare
But always watch out for companies selling you Medicare Advantage when you might be better off long term with Medigap (Medicare...
Michael Dayoub
Nov 1, 2022
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How do stocks perform during recessions?
The word 'recession' has been getting used a lot more lately in the media. So it got me thinking about how stocks perform during...
Wayne Jordan
Sep 2, 2022
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5 Tips to Prepare for Military Separation
1. Job Searching Early: Some employers allow you to apply up to 180 days before the end of your contract. Make sure to take...
Michael Dayoub
Aug 26, 2022
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