EPISODE SUMMARY Should couples have married or separate financial accounts? With the help of couples therapist Dr. Matt Morris, we dive into the pros and cons of each – as […]
Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward […]
Holiday shopping is underway for many with “Black Friday” and “Cyber Monday” already behind us. One small question you might ask yourself is whether you should pay for your items […]
More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial analysts will talk about the economy and the stock […]
The 2020 contribution and benefit limits have been released by the IRS. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift […]
EPISODE NOTES Today, Erik and Jag are joined by licensed family therapist Roy Salgado to discuss how we can teach our kids healthy financial habits. There are 4 common responses […]
In most cases, the actions of the Federal Reserve lowering interest rates are a good thing because a lot of economic activity depends on the ability of businesses to borrow […]
The IRS does a good job of providing the country’s elder statesmen with ways to save for retirement. Some of the most popular investment vehicles the IRS provides access to […]
If you’re approaching retirement or already retired, you may have a traditional IRA, SIMPLE IRA, or SEP. If you do, at a specific age you must take a minimum […]
