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Investment Planning

Investment Planning

Walking into a grocery store without a plan (or a list) can be a recipe for disaster. They say never go to the supermarket on an empty stomach, otherwise, you will select unhealthy items or just...

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Investment Tax

Investment Tax

You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is...

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What To Do With an Old 401(k)

What To Do With an Old 401(k)

Millennials and Gen Z are job-hoppers. Gone are the days of working decade upon decade at the same company, then retiring on a pension you worked so long to earn. It seems like everything just...

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Medicaid: What You Need to Know

Medicaid: What You Need to Know

In the category of "something you hope to never use" you’ll find Medicaid. It’s a program for low-income individuals that helps with medical costs. While Medicare is a government benefit that...

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