As each year ends investors balance losses against gains to minimize taxes that are paid to the IRS each year.

DTI measures the amount of debt correlated to your overall income. This helps to determine if you can get a loan approval

Switching jobs? Tuition reimbursement a new benefit to attract employees.

Update on the IPO, the Lawsuit and Payment for Flow (PFOF) and how it works.

The midyear check up is to validate if goals are being met or there is a need to adjust them

Should couples have their own bank accounts? Should they have one budget or two?

Making a $1 million dollars is not as hard as you think; it just takes time.

The practice known as stuffing allowed Peter Thiel to build a behemoth tax-free nest egg.

What is short selling? When an investor borrows a security and sells it on the open market, planning to buy it back later for less money.

Blueland cleaning products reduce waste and puts more money in your pocket

Inflation is on the rise in many financial sectors of the economy. What causes it and what is the best way to invest when prices increase?

How much money do you need to to retire early and comfortably for a long period of time?

Change Financial Independence Retire Early to Financial Independence Side Hustle (FISH). Most people cannot retire without having a job.

We are parents of kids that are now out of undergrad and facing real life. The kids need to find jobs, budget and figure out their lives.

Bernie Madoff was an American financial businessman who was responsible for the largest Ponzi scheme in history of $17.5 billion dollars.

We are going to talk about millennials, stereotypes and money. There are many myths and we'll discuss what the truth really is.

People want the wedding and the house for the future. The wedding is a one-day event that will be in memory for years to come.

Here's one golden rule: Never judge a book by its cover or one's net worth based on the car he or she may drive.

According to many different surveys around ⅔ of people do not follow a budget or if they have one, they do not maintain it.

In today’s world it is incumbent on you to build your retirement nest egg therefore, you can use the rule of 72 as a base calculation.