An investment policy statement is crucial for maximizing investment returns and minimizing risk. I explain why it’s important and how to write a good one.
Steve Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College financial aid advisor Ann Garcia explains how financial aid works, different types of aid available, and strategies for maximizing financial aid.
College admissions expert Shirag Shemmassian explains the mindsets and accomplishments you need to win admission to elite colleges (Ivy League, top 10).
Estate planning attorney Spiro Verras explains how to create a proper estate plan, including tips for real estate & business owners + high net-worth folks.
Social Security expert Jim Blair, who spent 35 years at the Social Security Administration, shares how Social Security works and optimal claiming strategy.
HSA expert Roy Ramthun, who helped the White House implement HSAs into law, explains how they work and tips for maximizing the benefit of HSAs.
National Medicare expert Danielle Roberts explains how to evaluate, navigate, calculate, and decide on the best Medicare coverage for you and your family.