Adding Your Child To The Deed. What Could Possibly Go Wrong?

This is a question we get asked regularly so we turned to our friends Ilyce R. Glink and Samuel J. Tamkin at to share their thoughts. Ilyce is author of “100 Questions Every First-Time Home Buyer Should Ask” (4th Edition). She is also the CEO of Best Money Moves, an app that employers provide […]

Roth IRAs vs. Roth 401(k)s. What’s the difference?

Roth IRAs and Roth 401(k) plans are both great ways to invest for retirement, each conferring significant tax advantages. But don’t make the mistake of mentally equating them. They differ, and it’s important to understand how. Recently, Ed Slott and Co. published a useful discussion of the differences on the company website (  Here are […]

Road To The Next Level

Those who aspire to succeed in their craft/profession as well as life use the holidays to CHART A COURSE for the coming year. Here are SIX QUESTIONS to ask yourself: Are your GOALS, PROCESSES, & HABITS specific & aligned with each other? Do you have the KNOWLEDGE & RESOURCES you need to propel yourself forward? […]


In his American Families Plan, Biden called for $80 billion to boost resources at the IRS to ensure wealthy Americans and corporations pay the taxes they owe. The goal would be to use some of the revenue raised to help pay for programs like universal Pre-K, free community college and paid family leave. And so, […]

Retirement Is Expensive

In many parts of the US, $1 million in retirement money won’t even last 20 years. Estimates on healthcare costs from Vanguard project that a typical 65-year-old retired couple will spend $197,000 in healthcare expenses alone during their retirement, or just about 30% of what the typical 60-something has saved.  According to a survey by […]

Attend To These Financial Matters Before 2021 Ends!

As we approach year-end, there are a few things you need to tend to financially before you launch into full holiday season mode. Before we say goodbye to 2021 it’s time to assess the year and outline what you want 2022 to look like. Here’s our top 5 areas to review before year end to […]

Easy Read Books on Finance

Nothing beats an old-fashioned book when it comes to learning the specifics about personal finance Like being told to eat your vegetables, financial books are a tough sell to make it to your reading list.  But who says brushing up on your financial I.Q. should be torture? Wall Street has always portrayed themselves as high […]

How Is Your Financial Literacy?

A recent on-line survey conducted by the American College of Financial services was done to assess the retirement literacy among those at or near retirement. Respondents were between the ages of 60 and 75 with at least $100k in household assets not including their primary residence.  To be completely honest as someone in the survey […]

Mail Bag Question Blog

It’s always a pleasure to feature a Q & A lightning round with one of our favorite financial minds Jill Schlesinger.  Jill currently serves as CBS’ Business News Analyst & has been sharing her knowledge and expertise in national publications for well over a decade.  Today she responds to questions from the mailbag. Q: We […]

Mystery of Our National Debt

From our friends @ the Chicago Tribune, courtesy of one of the world’s top minds on financial literacy, our featured guest, Terry Savage.   Our national debt is the sum of all the money we have borrowed over our country’s history. It is currently nearing $29 trillion. Sadly, we have grown accustomed to such huge […]