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Our Articles

How to Spend: Avoid Advertising (Podcast)
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In this podcast, we discuss the hazard of advertising for your budget and how to not fall prey to marketing tactics.

#TBT The Lower The Market Falls The More Important It Is To Stay Invested
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A recovery after a significant downturn in the markets is often marked by steep growth. If you sell and flatline, you will likely miss the market’s natural recovery and thus your own personal future recovery becomes very difficult.

Exemptions to Fiduciary Rule Jeopardize 401(k) Plans
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Being a fiduciary means more, regardless of what the Department of Labor might write in their press releases.

Today Was An Intraday Bear Market (May 2022)
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The S&P 500 saw an intraday bear market today, dipping over 20% down from a prior high and then correcting back before the day’s close.

Billing Retirement Accounts to Maximize After-Tax Net Worth
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One obscure way we bring value to clients is how we bill them.

Bond Markets: Worst Quarter in 40 Years & Not That Bad (April 2022)
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We think holding your next seven years of spending in relatively safe bonds is always a good idea. But holding too much in bonds may not keep up with inflation and is not ideal for your long-term investment strategy.

How to Change a 529 Plan Account Owner
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While you may think that the account owner needs to stay the same, you can easily change the account owner.

How to Calculate Taxable Social Security (2021 Line 6b)
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If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.

#TBT Don’t Do Something. Just Stand There!
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You learn a lot by the discipline of reading old news.

Happiness Is The Result Of A Life Lived With Purpose
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Regardless of what you do with the money earned, continuing to work is a worthwhile journey.

How to Spend: Align With Your Goals (Podcast)
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In this podcast, we discuss why spending is the core of your financial plan, how to align your spending with your goals, and how to use Core Values Budgeting to identify budgeting changes.

June Marotta: The Practical Teaching of Economics
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Equating an entire school system into an economic game is one way which has worked for Keys.

Seven Reasons to Avoid Bitcoin
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Bitcoin satisfies some of the characteristics of a currency, but there are at least seven areas of concern.

Funding a 5-Year-Old’s Roth IRA
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We continued to hire her for several of the same tasks as last year, but also added a few new ones.

#TBT How Long Should I Keep Financial and Tax Records?
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Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

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