Managing your money, emotions, and meaning of life...

Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...

I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...

When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...

Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...

Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...

One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...

Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...

John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...

The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...

Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...

If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...

There's a lot speculation that taxes are going up in the future. People wonder--what should I do? Fear is the underpinning of a lot of...

If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...

Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...

Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...