Financially Free

Donor-advised funds are an increasingly popular way to give to charity. They are one of the easiest and most tax-efficient ways to support charitable causes. You can give to all… Read More

With rising inflation, many Americans are experiencing financial stress. This can make it hard to live the life that you want to live. Having a plan to help manage the… Read More

Are your hard earned bank holdings insured? Luckily for the majority of Americans, they are. The Federal Deposit Insurance Corporation (FDIC) is an independent government agency that is in charge… Read More

The two most common ways to save for your child’s college education are 529 plans and custodial brokerage accounts. In order to decide which one of these works better for… Read More

Did you get a tax refund this year? Maybe you got a couple of thousand dollars from the IRS, and you’re wondering how you can best invest it? It is… Read More

Most of us handle money on a daily basis so it’s important to understand the basics of financial literacy. Start teaching your children about money today to better their financial… Read More

When you are in your 30s and 40s, retirement can still seem a long time away. You have other priorities such as saving for a house, purchasing a car, paying… Read More

Do you care about social justice and the environment? Are you wondering how you can incorporate these values in the way you invest your money and your retirement savings? This… Read More

The House recently passed the SECURE Act 2.0 legislation – the Securing a Strong Retirement Act of 2022 – that may bring several benefits to us saving for retirement. It… Read More

You may be early in your career so may not have amassed many assets yet. You may be juggling long-term goals for saving and retirement planning, with other priorities such… Read More

If you feel like you have been paying more for everything lately, you are not alone. Inflation has soared over the past year. At 7.5% for the main inflation index,… Read More

Are you thinking of buying Bitcoin? Or do you already own some but you’re wondering if you should sell it? Bitcoin is a hot topic right now, and if you… Read More