#TBT Three Strategies to Avoid Private Mortgage Insurance
on September 3, 2026 with No Comments
Avoiding PMI, if possible, is better for your long term finances. This 2016 article shares three strategies to avoid it.
Latest Articles
#TBT Account Protection at Schwab
on August 27, 2026 with No Comments
Charles Schwab offers both SIPC® account protection and a FDIC insurance amount for accounts custodied with them.
#TBT How to Give Your Heirs Flexibility in Beneficiary Designations
on August 20, 2026 with No Comments
If your estate wishes do not fit in the format of a Beneficiary Designation form, you can instead describe your beneficiary designations in an attachment.
How to Obtain Your Ex-Spouse’s Social Security Statement and Full Earnings Record
on August 18, 2026 with No Comments
If you are entitled to some of your spouse or ex-spouse’s benefits, a representative at your local Social Security office may be able to give you estimates of those benefits.
#TBT Invest Your Health Savings Account For Appreciation
on August 13, 2026 with No Comments
After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.
Generational Financial Planning Within The Kiddie Tax Limits (2026)
on August 11, 2026 with No Comments
Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.
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