by Marilou Davido | Aug 22, 2024 | Resources
When planning for retirement, choosing the right Individual Retirement Account (IRA) is crucial. The two most popular options are the Traditional IRA and the Roth IRA. Each has its own set of benefits and tax implications, making the decision dependent on your...
by Marilou Davido | Aug 7, 2024 | Resources
Teaching financial literacy to young students can be both enjoyable and impactful when integrated into their daily activities. By incorporating financial concepts into everyday classroom practices, you can help students develop a strong understanding of money...
by Marilou Davido | Jul 29, 2024 | Resources
Building a robust savings plan is essential for financial security and stability. The amount you should save varies by age and life stage. Here is a guide to help you understand how much you should aim to save in your 20s, 30s, 40s, and beyond. In Your 20s:...
by Marilou Davido | Jul 9, 2024 | Resources
Summer is a season of adventure, relaxation, and often, extra expenses. From vacations to outdoor activities, the costs can quickly add up. However, with a few strategic moves, you can enjoy a fun-filled summer while keeping your budget intact. Here are some practical...
by Mike Tyler | Apr 2, 2024 | Resources
We often say financial advice does not exist in a vacuum. Hard to argue with that statement, but there are very few concrete answers to the questions people have about money and investing. We’ll look at a few of the common rules, why they exist, and how they may or...
by Mike Tyler | Apr 1, 2024 | Resources
The internet has made connecting renters and property owners much easier. Aside from finding renters, what other circumstances are at play when renting a home or vacation home? Rental Income Most individual taxpayers are “cash basis”. This means income is...
