Most people only think about taxes twice a year: while filing, and while dreading filing next time. That gap is exactly where expensive surprises are born. Today's episode is a genuine mid-year tax …
Why Smart People Make Dumb Money Decisions (SB1877)
Three genuinely sharp financial minds sit down today and, one by one, admit to the same kind of dumb money moves everyone else makes. Not because they didn't know better. Because knowing better and …
Continue Reading about Why Smart People Make Dumb Money Decisions (SB1877) →
Why Your Homeowners Insurance Bill Keeps Going Up — And What to Do About It (SB1876)
Homeowners insurance prices are up a whopping 24% since 2022 as more frequent and costly floods, fires, storms, and other extreme weather events tied to a changing climate drive up the cost of …
Meet the Family That Quietly Controls Your Retirement Money (SB1875)
Odds are good that part of your paycheck disappears into an account with the Fidelity name on it every two weeks. Almost nobody stops to ask who's actually on the other end of that relationship. The …
Continue Reading about Meet the Family That Quietly Controls Your Retirement Money (SB1875) →
The One Financial Conversation People Avoid (Plus a Discussion about Stress and Money) SB1874
There are three words that quietly end up costing more than almost any bad investment: "he handles it." Not because delegating is wrong, but because somewhere between division of labor and total …
When Should You Take Social Security? Avoid These Costly Mistakes (SB1873)
Social Security is back in the headlines, and Congress may finally be preparing to talk about fixing it. The proposed PROMISE Act creates a process requiring lawmakers to debate and vote on solutions …
Continue Reading about When Should You Take Social Security? Avoid These Costly Mistakes (SB1873) →
