Does gold belong in your portfolio? As an investment, gold has unique pros and cons to consider before making it a part of your asset allocation.

The IRS finally provided clarity on when and how new 401(k) plan rules will be implemented.  Read on to see if you will face changes to 401(k) contributions and how to navigate them.

The federal playbook for student loans is shifting as the federal government steps back from lending. Learn how to navigate the current landscape.

With impacts to everything from tax rates, deductions, clean energy, and saving for the next generation, the OBBBA's impact is vast.  Let’s discuss the provisions most likely to impact your tax return in the years ahead.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?

The Health Savings Account (HSA) may be the most underrated financial savings vehicle out there. Let’s discuss how you can use them to your advantage.   

Do you have a good understanding of the financial concepts underpinning many of our current headlines? Only 4% of Americans could ace this 7-question quiz - can you?

With all the resources we put into our homes, it’s almost impossible to think that an unforeseen disaster could take them away. Of...

It’s that time of year again: tax season. If the mere mention of tax season sends a cold chill down your spine, which I understand as a...

From DFA's David Booth: Investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.

Several key changes to Social Security are being considered. Let’s walk through them so you are prepared for what’s ahead.

The end of a calendar year is an important time to ensure that you are making the most of your money. Download our checklist now!

Women's financial regrets center on education, job pay & investing. Financial Feminist, Tori Dunlap, & I discuss how to slay these dragons.

Check out Danielle's contributions to the MoneyGeek article "Term vs. Whole Life Insurance"

Discover how new real estate commission rules are reshaping home buying and selling, offering more transparency and potential savings.

Boost retirement savings beyond limits! Convert after-tax contributions to Roth for tax-free growth. Know the rules before you leap!

Find out what after-tax contributions are, when they are, when they are appropriate, and how they can supercharge your tax-favored savings. 

The Corporate Transparency Act requires businesses to report info on their owners or face fines. You may be a business owner & not know it.

Explore the inner workings of the mind, delving into the complexities of decision-making and cognitive biases that can impact our finances.

There are many ways to invest with more than just profit in mind.  Learn the common pitfalls and how we navigate them.