What Wise Investors Should Know About Bitcoin
Over the last several years, cryptocurrency has seen a number of ups and downs in the market. Some investors have come away big winners from the crypto boom, but others have been less fortunate. Lately there has been a renewed interest in Bitcoin and other cryptocurrencies following Donald Trump’s reelection. In the run-up to the…
Read MoreImportant Dates for Your Finances This Year
As the year winds to an end and you begin thinking of holiday plans, don’t forget about some important upcoming financial deadlines: December 6: Initiate 2024 Roth Conversions December 13: IRA withdrawals for 2024 income, including Required Minimum Distributions Stock gifts to charities or donor advised funds Qualified Charitable Distributions Gifts of assets to family…
Read MoreSticking to Your Spending Plan
As we talked about in Part 2 of our series, understanding the uses of money and creating a money plan that considers every category is important. But a budget is only helpful if you follow it, and sticking to a plan in the face of temptation isn’t always easy. Here are a few tips for…
Read MoreYour Spending Plan: The Five Uses of Money
In the first part of our article series on making and sticking with a spending plan, we explained some of what a budget is and why it’s important to set healthy financial habits from an early age. We also talked about why you should start thinking of your money as a tool rather than an…
Read MoreFinances and the Next Generation: Making a Spending Plan
Healthy financial habits are the key to reaching your goals. Thinking about money the right way and developing a good relationship with your finances can reduce stress and set you up for a life you want, pursuing what matters to you. But none of us are born with financial skills. They need to be learned…
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