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Category: Education


Roth IRAs are ultra-flexible. Here's why that's a bad thing for your retirement. 

Maurie Backman | The Motley Fool | Feb 18th, 2021
Category: Education

When it comes to choosing a retirement plan, you have options. You can sign up for your employer's 401(k) and have funds deducted automatically from your earnings

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Taxes Q&A: I never got my mailed stimulus, can I claim it in my taxes? How do I file if I only received unemployment? 

USA Today | Feb 12th, 2021
Category: Education

We have officially entered tax season. And, in this time of uncertainty, USA TODAY is working to find answers to your tax questions – anything from how your

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IRS says it won't extend this year's tax-filing deadline 

Maurie Backman | USA Today | Feb 15th, 2021
Category: Education

When the coronavirus pandemic hit in full force in March, it upended normal life in a very meaningful way. Businesses were forced to shut down. Schools closed for

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Student loan relief extended until Sept. 30: How to take advantage of it 

Susan Tompor | USA Today | Jan 27th, 2021
Category: Education

If you're juggling federal student loan debt along with other bills, you're about to get another pandemic-related break.  Those who lost a job during

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Caveat Depositor. How Safe Is Your Stablecoin? 

Frances Coppola | Yahoo Finance | Feb 8th, 2021
Category: Education

We often talk about central banks creating fiat money. In fact, most fiat money is not created by central banks but by commercial banks. Furthermore, not all of

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.