Modern Financial Planning: Personal Data Security
How do you keep your online and physical data safe? Learn the importance of physical data security in the online age, how it relates to your financial life, and how
Jason Speciner
Confessions of a Dance Dad: Financial Planning Edition
How and why do parents spend such large amounts — sometimes more than the cost of a college education — on kids' activities? Jason shares his own story about this
12 of the Dirtiest Tax Scams & Schemes from the IRS
Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each
Concentrated Stock Position: Do You Have the CHOPS to Diversify Your Portfolio?
Are your investments overly concentrated in one stock position? Use your CHOPS to diversify your stock portfolio and avoid letting it build to an uncomfortably risky level again.
Tax Prep Checklist: What Tax Forms Should I Expect?
Before you’re ready to file your taxes or extend your filing date, you’ll be receiving quite a few forms. What tax forms can you expect to receive? Learn about W-2s,
Beyond the Basics: End-of-Year Charitable Giving
In the midst of the holiday season and with a new year right around the corner, have you been thinking about charitable giving? See how you can make your giving
Voluntary After-Tax Contributions: What They Are and How You Can Take Advantage
Discover the potential of voluntary after-tax contributions. Learn how this often underutilized financial strategy can significantly enhance your retirement planning. Understand eligibility, contribution limits, and the powerful "Mega Backdoor Roth"
Giving Money to Kids: UGMAs and UTMAs, 529 Plans, and More
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans
Health Savings Account (HSA): The Ultimate Tax-Efficient Savings Vehicle
Discover the often untapped opportunities that health savings accounts (HSAs) can offer! With their significant tax advantages and potential for long-term value, Jason discusses the key differences between HSAs and