How to Build a Road-Trip Itinerary Using AI
Planning a road trip can be an exciting adventure, but it may also feel overwhelming. You have to decide what route to take, where to stay, what stops everyone in the family wants to make and maybe even where to find the best cheeseburger on your route. Fortunately, you now have a helpful partner in […]
6 Steps for Taking Your First RMD
If you have any tax-deferred retirement accounts, the IRS mandates that you begin taking RMDs the year you turn 73. These include profit-sharing plans; traditional individual retirement accounts (IRAs); rollover IRAs; SIMPLE IRAs; SARSEPs; SEP IRAs; inherited Roth IRAs; most small-business accounts (Keoghs); and most 401(k), 403(b) and 457(b) accounts. The RMD rules do not […]
6 Ways to Align Your Financial Values with Your Spouse’s
One of the most common financial challenges couples face early in their relationships (and often later on as well) is learning how to strike the right balance between saving and spending. Money is a deeply personal subject, and when two people come together with different habits, values and/or family histories around money, tension can easily […]
How to Satisfy Your RMD with a QCD from Your IRA — While Contributing to Your Favorite Charity
If you are retired and have money in a retirement account, you are probably aware of the new obligation you will need to fulfill when you turn 73: a required minimum distribution, or RMD. That is the minimum amount the IRS requires you to withdraw annually from certain retirement accounts. This rule is not negotiable, […]
How Do You Measure Success?
It’s human nature for us to compare ourselves with others when it comes to all aspects of life, from physical appearance to athletic ability to wealth. It starts when we’re just kids and continues for the rest of our lives — unless we are intentional about avoiding it. Comparing ourselves to others is damaging to […]
