A Mid-Year Cash Flow Review
With the cost of goods on the rise, it might be time for a mid-year budget check-in. So review the income and expense items below to ensure your financial plan stays on track.
Trump Accounts: What They Mean for High-Net Worth Families
Discover the new Trump Account: a government-backed savings vehicle for children offering $1,000 free seed money, tax advantages, and long-term growth potential. Learn how it compares to UTMA accounts and fits into your family’s financial plan.
Defining Rich: Why Wealth Means More Than Money
True wealth goes beyond accumulating money. It’s about happiness, relationships, health, and meaningful life experiences. Discover how a balanced approach to financial planning can empower you to live with confidence and purpose.
Teaching Teens About Credit: A Mama Moneybags Story
When “Corrinne” added her 17-year-old daughter to her credit card, she wasn’t just covering gas and groceries, she was building a 750+ credit score and the integrity to back it up. Here’s the Mama Moneybags story every parent of a teen should hear.
Midwest Mike: The Business Owner Who Said ‘No’ to Private Equity
A Midwest manufacturer was tempted by private equity. Then a 10-question quiz revealed an exit path and saved 95 jobs. Introducing the ESOP.
Do I Need More Than One Advisor?
Discover the 5 types of advisors wealthy Americans rely on and learn how to build the right team for your goals, income, and stage of life.
How to Plan a $25,000 Dream Vacation
If you had a $25,000 budget to spend on a trip, where would you go? This story highlights the power of early financial planning and thoughtful travel decisions. From cruises to safaris and city tours, see how a $2,000 Roth IRA gift turned into the trip of a lifetime.
When Should Adult Children Step In And Help Their Parents?
When Betty drove through a flower shop window at 79, her children knew something had to change, but did they go about it the right way? Navigating conversations with aging parents about driving, living arrangements, and accepting help is one of the most delicate challenges adult children face. Here’s how to approach those conversations with love, respect, and a plan.
Spring Clean Your Finances
Spring is the perfect time for financial cleaning. Discover a practical checklist to organize your accounts, clarify goals, track spending, boost income, automate savings, and establish an estate plan.
How to Lower Medicare Premiums in Retirement
Retiring soon? You could be overpaying thousands on your Medicare premiums without even realizing it. Avoid unnecessary IRMAA surcharges after retirement with this cost-saving strategy. Learn how to file SSA-44