ESOPs are a type of qualified retirement plan. They are not as common as other qualified plans, such as 401ks and 403bs, but you may be offered the option to participate in an ESOP at some point in your working career. Learn how ESOPs are unique and the planning opportunities that come along with them.

Condo communities come with more stipulations and nuances than single-family homes. Reviewing these items, along with an inspection report by a professional that has experience with condos, can help you make the best decision possible for you and your family.

Charitable contributions are one way that you may be able to reduce your tax bill. New rules, qualified charitable organizations, substantiation requirements, and more.

Couples use a variety of methods to manage their household finances. While some prefer to combine everything from the beginning, others are more comfortable, with separate accounts or a combination of joint and separate. Here are a few methods that may be helpful when having a discussion with your spouse about how you will be choosing to manage your household finances going forward.

I grabbed all of the books on my bookshelf that talk to kids about money. Check them out and let me know your favorites!

I am an advocate of talking about money with your children because then money won't become a taboo subject. Here are some tips to get you started.

Beginning tax year 2020, compensation for non-employees (contractors or freelancers) will be recorded on a 1099-NEC. For example, if you were paid to speak at a conference, write an article, or engaged in a side gig, you may receive a 1099-NEC.

The Thrift Savings Plan (TSP) is the retirement plan for federal employees and members of the uniformed services. The G Fund is specifically issued by the Treasury Department for TSP participants and it offers a unique benefit. This is how it works.

My favorite college savings vehicle explained…

It is open enrollment season right now for many of you and that means it's the only time of the year that you can review and change your benefits at work. Here are 3 things to look for.

Even though inflation has been low recently and high inflation rates are a distant memory, there is always the possibility that it will spike again, even if it is due to unjustified market fears. Thankfully, there are ways to hedge against the negative effects of inflation.

As we are nearing the one-year mark of what has truly become a Corona-nightmare, airline travel is at record lows, and many countries have had their borders closed to international travelers for almost 8 months. Understandably, many people are hesitant to travel right now, but for those of you who are looking to get away either now, or post-covid, here is a guide to help you plan.

My partner and I started a trip around the world December 2019, and have been living on the road, and out of backpacks, since. In the last nine months we’ve visited Mexico, Guatemala, Columbia, Panama and Brazil. Here’s how we are doing it.

Many of you will receive a gift or inheritance at some point in your life. If you are married, be aware of the implications of where you put that money.

With schools and daycares closed or in limited operation due to covid-19, many are considering hiring a nanny to help with childcare and schooling. Unlike enrolling your child in a daycare center or summer camp, hiring a nanny opens up a Pandora’s box of legal and tax obligations. Here is a summary of what you need to know.

Time to ditch the paper password list! Learn about what password managers can do for you.

Despite the compelling benefit to waiting, many people claim their benefits as early as possible because they under-estimate their life expectancy or they are worried the Social Security program is going bankrupt. We address both concerns, and make the case for doing an evaluation versus following the crowd.

Apple (AAPL) and Tesla (TSLA) were recently in the news as two companies that are splitting their stock. Why would a company choose to do that and how does it affect you?