Blog
What to Do If You Are Denied Life Insurance
If you've been denied life insurance, understanding the process is key. From exploring workplace benefits to considering unconventional routes like self-insurance, there are options available to protect your family's future, ensuring peace of mind even in unforeseen circumstances.
Teens Can Become Millionaires
Yes, teens can become millionaires. Some might say it’s too hard, but it is possible. Starting young gives you a huge advantage.
What is the Average Retirement Age?
Discover the changing landscape of retirement in the US, from shifting trends in average retirement ages to evolving attitudes toward work and leisure. We’ll also explore the factors influencing retirement decisions to gain practical advice on preparing for your own retirement journey.
A 401(k) Rollover Step-by-Step Guide
Rolling over a 401(k) doesn’t have to be complicated. In this step-by-step guide, you’ll learn how to transfer your retirement savings into an IRA or new employer’s 401(k), avoid costly mistakes, and gain more control over your investment options.
The Roth IRA Five Year Rule
Roth IRAs are a powerful tool for tax-free growth in retirement, but there’s a key rule you need to know: the five-year waiting period for withdrawing earnings. This article explains how the rule works, how Roth conversions add complexity, and why starting early can maximize your tax-free retirement income.
My Plant List and Other Landscape Tips
Looking to refresh your yard this spring? From low-maintenance favorites to plants best used with caution, Michael Hollis, CFP® (and landscape architecture grad) shares practical design tips, mulch advice, and a curated list of trees, shrubs, and perennials for both sun and shade.
Ten Tips for Tax Filing
If you’re a DIY tax filer, you may be just getting started and feeling overwhelmed. Here’s ten tips for tax filing to guide you along the way…
Learning to File & Understand Your Tax Return
Tax season doesn’t have to be overwhelming. Our guide walks you through the Form 1040 step by step, explaining income, deductions, credits, and refunds in clear, easy-to-understand terms. Whether you file on your own or with a professional, understanding your tax return empowers you to take control of your finances.
401k vs. Roth 401k: Which One Is Better?
Wondering whether a traditional 401 (k) or Roth 401 (k) is better for your retirement? Learn the key differences, how taxes impact your future withdrawals, and which option may help you keep more of your hard-earned money.