How to Handle Documenting Grocery Expenses for Reimbursement from a 529 Plan When your child goes off to college and you begin withdrawing from the 529 plan you’ve carefully built over the years, it can be confusing to know how best to document the qualified education expenses you reimburse yourself for. […]
When the Noise Gets Loud It seems like every day brings a fresh wave of chaotic news out of Washington, warnings of financial collapse, and rising geopolitical tension. The world can feel like it is coming apart. With so much uncertainty in the air, it is only natural to wonder whether adjustments should be made [...]
As we celebrate Women’s History Month, it’s important to recognize the financial challenges and triumphs that women face on their journey toward empowerment and independence. The increasing financial responsibility that women are taking on is a noteworthy aspect of this progress. […]
With frustrating regularity, the two largest political parties have again been haggling over a debt ceiling increase. In the hyper-polarized environment we find ourselves in, politicians are again using this routine financial maneuver to extort concessions from the other party in exchange for agreeing to raise the debt limit. While it might seem like disaster is approaching, we’ve been here [...]
After a relatively tranquil and upwardly moving 2021 in the stock market, 2022 is off to a rocky start, further exacerbated by Russia’s historic invasion of Ukraine, which started the worst land war in Europe since World War II. […]
After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be [...]
As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. […]
It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. […]
There is little doubt that cryptocurrency is having a significant impact on the world around us. Indeed, cryptocurrencies are so popular one literally needs to work to not hear about them on a daily basis. It is no wonder the public is clamoring to invest in the next big crypto coin. [...]
In honor of the 51st Earth Day on April 22nd, we thought we’d provide an update on one of our favorite topics, Environmental, Social & Governance (ESG) investing, also often referred to as sustainable investing. Here are several themes: […]
