I talk with miles & points expert Sarah Maxwell about how to maximize point redemptions for free flights and how to think strategically about award travel.
I talk with Dave Grossman, travel loyalty program consultant & credit card rewards expert, about how to optimize credit card travel rewards (what’s working in 2020). It’s chock full of tips, strategies, and insights you do NOT want to miss…
I talk with consumer credit expert Louis DeNicola about how to increase your credit score, how credit scores are actually calculated, how to analyze your credit report, and other tips to help you build strong credit.
Estate planning: a detailed checklist, plus advice about lawyers and CPAs.
How Social Security benefits work, how it’s calculated and taxed, how a job impacts Social Security, spousal/survivor benefits, and the looming Social Security shortfall. (Hint: Best to save as much as possible and not rely on it 100%.)
How to talk to your kids about money. (Hint: Don’t avoid it. They’ll figure it out anyway, so better to do it on your own terms.)
Why child care is crushing families and what we can do about it.
Learn how, when, and why to do tax loss harvesting and tax gain harvesting. How it works step by step, and the best strategy for maximizing tax savings from it.
A useful guide on what you need to write a valid last will and testament.
A useful Q&A guide on how living/family trusts work and how to set one up.