A video showing what makes Nest Egg Guru's Retirement Simulator Software better than traditional Monte Carlo applications. … [Read more...] about What Makes Our Retirement Simulator Software Better Than Traditional Monte Carlo Applications
Track Your Saving and Spending With eMoney’s Budgeting Software
Track Your Saving and Spending With eMoney’s Budgeting Software
Emoney's Spending and Budgeting application allows you to build out monthly spending budgets while tracking spending habits on your connected bank, brokerage, and credit card … [Read more...] about Track Your Saving and Spending With eMoney’s Budgeting Software
529 Rollovers: Think Twice Before Getting Your Advice from TikTok
529 Rollovers: Think Twice Before Getting Your Advice from TikTok
Three TikTok Videos About 529 Plan to Roth IRA Rollovers That Are High on Drama and Low on Fact-checking. The finfluencer community appears to have seized on this relatively obscure provision and has … [Read more...] about 529 Rollovers: Think Twice Before Getting Your Advice from TikTok
Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor
Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor
J.R. explains why he is not a fan of trust companies and urges people to consider independent third-party trustees. Estate planning and elder law attorneys often encourage people to list a corporate … [Read more...] about Legacy – Where to Turn If There Is No One Qualified to Serve as Your Successor
Bitcoin Curious?
Bitcoin Curious?
The author explains two roles he believes Bitcoin may play in consumer portfolios. I know there is still a large segment of the population that is aware that the price of Bitcoin and Ethereum have … [Read more...] about Bitcoin Curious?
