Dennis Stearns, CFP discusses philanthropy including 10 things to avoid when making donations to charitable causes.
Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.
Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”
The Hammer discusses EE Bonds and potential tax breaks.
Bill Harris, author of "Inheriting your Spouse's IRA" discusses the widow's tax on IRA's and how to prepare for it.
Peter Gantner, the founder and CEO of TruBadger, discusses the launch of the TruBadger token, a deflationary (reduced supply) reflection (stacking) utlity token.
Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer - discusses strategies to eliminate credit card debt including the snowball method of paying off debt.
The Hammer goes over what you need to know about Premium Assistance Tax Credits that are part of the American Rescue Plan ACT (ARPA).
