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Don't Forget This Awesome Year End Tax Strategy!

Tax loss harvesting is a great strategy to reduce cap gains.

6 Year End Money Moves

Set yourself up for success in the new year.

Questions to Ask Financial Advisors

Here are some questions to ask when you are hiring a financial advisor.

Why Behavior Beats Investment Choices Everytime

Picking the right investments is important, but how you act with your money matters even more.

Can I Retire With A Million Dollars?

Retiring with a million dollars depends on 6 factors.

Skip Life Insurance? It's Not For Everyone

There are six situations where life insurance can be skipped.

How to Take A Penalty Free IRA Withdrawal

Here are some ways to withdraw money from an IRA Penalty Free

Money and Demetia

The complex relationship between money and dementia.

Tax Planning is a Year Round Sport

What to do all year round to reduce your taxes.

Where Should I Invest? For Short Term Goals

Investments for goals with a short time frame.

Power of Attorney

What is power of attorney and when does it need to be in place.

Marital Finances - Combine or Not?

Should couples always combine their finances?

Retirement Planning for the Super Busy

Retirement planning tips and ideas for people with super busy lifestyles.

The Pros and Cons of 401(k) Loans

The good, the bad, and the ugly of 401(k) loans.

5 Mistakes of Chasing Performance

Here are the five mistakes of chasing investment performance.

How Often Does the Market Correct?

How often does our stock market correct, and what causes it?

Top 10 Reasons to Consolidate Old 401(k)s

Here are the top reasons to combine your old 401k(k)s.

Will I Get Killed On Taxes? With ISOs

How taxes are impacted with ISOs

Estate Planning 101 - Leaving a Legacy

How to make sure you leave a legacy to loved ones.

Why Cash Sucks!

Top reasons why cash makes a poor long-term investment. HOW MUCH DO I NEED TO RETIRE QUIZ ➡️ https://jfanf1howgi.typeform.com/to/Ov7ULNuy

Boost Your Wealth with Tax-Loss Harvesting

Why tax loss harvesting can help you save taxes and increase your wealth.

Hidden Pitfalls of Target Retirement Funds

Why target retirement funds may not be right for your 401k portfolio.

Payoff Mortgage vs Investing

This video discussed the pros and cons of paying off your mortgage or investing the same funds.

Don't Let the Tax Man Win! Tax Strategies for Today

Tax strategies you can implement right now to reduce your taxes.

IRAs vs 401ks

This video was the result of a client discussing risk with a colleague

Why is my Portfolio Underperforming?

Market volatility, poor asset allocation, subpar investment choices, lack of rebalancing, high fees, emotional investing, and neglect can all contribute to underperformance.

When Will Interest Rates Go Down?

When will rates come back down? You may be surprised.

529s vs Brokerage Accounts - Which is Better?

This video discusses the strengths and weaknesses of each account for funding college.

ESPP: How Much is Too Much?

ESPPs: The Ultimate Wealth Builder

Get Your Free Financial Scorecard

Why You Should Contribute to a Matchless 401(k)

Some great reasons you should still contribute to a matchless 401(k).

I Can't Pay My Taxes! Now What?

5 Options when you can't pay your taxes.

Sudden Wealth From An Inheritance

Key things to know should you inherit money.

5 Things You Should Know About Your 401(k)

5 things medical sales reps need know about their 401k.

Building Wealth with Bonuses

Ideas and advice for medical sales reps to utilize bonuses to build wealth.

Building Wealth with Your HSA

How to use your HSA as a wealth building tool for retirement.

Medical Sales Reps - Know Your Equity Compensation

Equity compensation basics for medical sales reps. A brief discussion of types, taxation and what is critical to understand.

My 10 Favorite Articles (2015)

All of these are from my blog, The Diligent Advisor, and all are from 2015. Perhaps you missed a couple of these and wanted to go back and read them. Here they are below in no particular order.