With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is it depends on your specific needs and what you are looking for....
Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
Read through the blog here, or skip to our Charitable Planning With a DAF video below. We are big fans of charitable giving as it allows you to really make a difference in the world – especially on causes you are passionate about. You can donate your time,...
Missing a financial deadline can have negative consequences on your finances that go beyond just paying penalties. For example, if you don’t set up a solo 401(k) by the tax filing deadline, then you could miss out on an entire year of retirement savings and the...
Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...