When planning a wedding, many couples focus on the romance, the ceremony, and the celebrations, but one essential aspect that often gets overlooked is the financial side of marriage. Managing finances as a couple is not only crucial for maintaining a healthy...
By Jessica Searcy Kmetty Personal development isn’t just about becoming a better person; it’s about working to become the best version of yourself—mentally, emotionally, and even financially. While many think of personal development as a path toward career growth or...
One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to address their finances,...
By Tanner Manning If ever there was a title designed to make you think, this would be one. This book was recommended to me in college by my professors Luke Dean and Hyrum Smith. I wasn’t sure what to expect from the book, but my professors’ explanations made it sound...
In certain cases, you may be eligible to make a Mega Backdoor Roth contribution. This strategy involves using an employer-sponsored 401(k) plan that allows after-tax contributions and then converting those contributions to a Roth IRA or Roth 401(k). Under the right...
Have you heard of the Backdoor Roth Contribution? If you earn too much, per the limits and rules of IRAs, you are unable to make a direct contribution to a Roth IRA. The Backdoor Roth Contribution could be a solution, but there are many factors and rules to consider,...
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy for many. This flowchart covers: Changes in...
By Marc Shaffer Newhouse Shelter is more than just a safe haven – it's a transformative ecosystem of hope and healing for survivors of domestic violence. Their mission is to shatter the barriers that feed the cycle of abuse while partnering with survivors to achieve...
By Marc Shaffer "Die With Zero" by Bill Perkins offers a refreshing counterpoint to traditional personal finance advice. Rather than focusing on maximum wealth accumulation, Perkins presents a philosophy centered on using money as a tool to create meaningful life...
As the end of the year approaches, we want to help you spot time-sensitive planning opportunities. Perhaps you… Are considering making year-end gifts to charitable organizations or family members and need to determine your optimal funding strategy; Are looking to...
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