As another year rolls around, it is good to stay abreast of the revised tax numbers, including tax brackets, standard deduction, and retirement plan contributions, among others. Now is the time to start planning your 2021 tax strategy!

When looking for mutual funds or exchange traded funds with low expense ratios, it helps to first know what you own and know what you want to own. Low expense ratios are important as is good performance and lower risk.

Do you feel like you are paying too much for medical needs? A Biden administration may impact the cost and coverage of your heath insurance and the overall price you pay for medical goods and services. Much will depend on who ultimately controls the Senate and the negotiations the parties make along the way.

In this installment in our series on Evidence-Based Investing Insights, we talk about the free lunch of diversification. You will see how diversification can reduce some of the risks of investing while increasing your investment efficiency.

The feeling of having a home equity line is a lot like owning an RV. Many don’t know why they bought it, are not using it, and are paying unnecessary costs. Others, however, are using it at the right time and swear that having one is well worth the hassle.

Getting an ideal Return on Life may be more than just having a happy life and a meaningful life – it may involve living a psychological rich life. Do you have the “right” level of curiosity, novelty, and interest in your life?