The end of the year is a great time to consider charitable gifting. If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you! Before we go any further, when we talk about gifting...
In this week’s podcast, the guys talk about what investors can learn from following along with the latest cryptocurrency headlines. These types of stories happen every cycle but some investors never seem to learn that taking massive amounts of risk and...
In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...
In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life. The guys cover what you should prioritize, how to set realistic goals and ultimately how you can squeeze a lifetime of savings into a smaller amount of...
In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...
Credit card debt is always a topic of debate in personal finance. This post could be extremely short. How should you hand credit card debt? Easy. If you have a balance, pay it off. Done. But, as with many things in personal finance, the right answer is it depends on...
