Let’s take a closer look at a fee-only financial advisor and whether or not you should use one.
What is a Fee-Only Financial Advisor and Should You Use One?
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Personal Finance
What to Do with Your Company Stock Options
Stock options are very complex. From their tax treatment to the many risks involved, it’s important that you both educate yourself and surround yourself with a professional team of advisors to avoid potentially devastating financial missteps.
Should You Make a 2020 Contribution to Your Retirement Accounts?
While you likely made retirement contributions in 2020, you may be able to contribute more toward your 2020 contribution limits.
What’s in the CARES Act?
With America facing a crisis of historic proportions amid the COVID-19 pandemic, the president recently signed the $2 trillion federal aid package to provide economic support to families, business owners, and even the self-employed. Here’s what’s in the CARES Act.
Should You Pursue the FIRE Movement?
It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...
What’s Changing in 2020? Everything You Need to Know About Retirement Contribution and Income Limits
The start of a new year comes with a variety of changes that can impact your retirement savings programs, perhaps most notably, the contribution limits for several important retirement vehicles. With this information, you can prepare for your retirement savings in the...
Which Retirement Plans Offer Tax Benefits
Which Retirement Plans Offer Tax Benefits When it comes to saving for retirement, there are many potential options and paths to choose, as there’s no one size fits all approach. But as you lay the groundwork for financial security in your golden years, it’s important...
EP 150 | Turn Life Goals into Financial Goals with George Kinder
Welcome to episode 150 of Profit Boss® Radio! What a massive milestone! We appreciate all your loyalty and support of Profit Boss® Radio over the years. In this episode, we discuss the powerful transformation you can create in your life when you turn life goals into...
EP 147 | Living Life on Purpose with Chris Farrell
Welcome to episode 147 of Profit Boss® Radio! In this episode, I had the opportunity to interview Chris Farrell. Chris is an economics editor with Bloomberg and a senior contributor with NPR Marketplace. He brings a great perspective on purpose and careers regardless...
EP 146 | Identity Protection Part 2: Step-by-Step Guide
Welcome to episode 146 of Profit Boss® Radio! Identity protection is so crucial in this day and age that I felt we needed two episodes to cover all the information. If you have been following the news, you have definitely heard countless stories of people falling prey...