Uncategorized Archives

July 2, 2024

Summer Savings Tips to Maximize Your Finances

Summer is a season filled with fun activities, travel, and relaxation. However, it can also be a time of increased

June 26, 2024

Stephen: With the 2024 presidential elections fast approaching, we know many of you have concerns about how the outcome might

June 25, 2024

By conducting a thorough mid-year financial check-up, you can ensure you’re on track to meet your financial goals and make

June 25, 2024

Summer vacations are a time to relax and create memories, but it’s still important to keep your finances in mind.

May 18, 2024

If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges when it’s time to

March 20, 2024

For California residents and others in community property states, understanding how the double step-up in cost basis works can significantly

March 13, 2024

Stephen: Welcome back to the Smart Money Show. I’m your host Stephen Rischall, and I’m joined today by my co-host,

February 23, 2024

At first glance, your 401(k) retirement plan may seem similar to a traditional savings account, but it’s much more complex

February 20, 2024

It’s not the money that matters. It’s how you use it that determines its true value. Do you want your children to become financially responsible?