According to the Federal Reserve, fewer than four in 10 Americans feel they are on track with their retirement savings, but some are bolstering their accounts through extreme savings strategies in hopes of retiring early. […]
According to the Vision Council of America, an estimated 75% of the worldwide adult population wear glasses or contact lenses to correct their vision. If you’re one of these people, you don’t have to spend […]
After years of paying bills on time and playing your credit cards right, you finally made it. You’re a member of the 800+ credit score club, and you’re eager to find out what you can […]
Classes, late-night study sessions and extracurriculars. College is a time for students to learn and grow, both academically and in their personal development. As a parent, you want what’s best for your child, and that […]
If there’s one thing business owners don’t have enough of, it’s time. Improving your business processes through automation, integration, or outsourcing are great ways to get time back. Here are four simple steps to help […]
In fact, more than half of U.S. households have some exposure to the stock market, according to the Pew Research Center. However, most of those stocks are held in tax-advantaged retirement accounts. Although a tax-advantaged […]
It would be an understatement to say that 2020 has given us a lot to look back on. The unique circumstances of this year, primarily shaped by the coronavirus pandemic and its resulting changes to […]
As a CPA (Certified Public Accountant) who used to actually prepare taxes for other people, many are often surprised to learn that I don’t even prepare my own income tax returns anymore. So, I can […]
The expense ratio of a 401(k) plan is the amount an investment company charges investors for managing the fund. A total of administrative fees for the fund’s expenses, this rate is usually stated as a […]
Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. You might think that […]