A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as…
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Tools for Making Better Financial Decisions, Ep #211
While most of our listeners are in or on the cusp of retirement, many are equally interested in helping their friends and loved ones in the next generation develop solid…
Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is…
5 Reasons to Consider Investing in More Than the S&P 500, Ep #209
 Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But…
Financial Tips for Traveling Abroad
One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of…
Market Update Q4 2023
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest…
The Challenges with Divorce in Retirement with Lesli Doares, Ep #208
One of the biggest financial disasters that people can experience in retirement is divorce. In this episode, Grace Kvantas chats with licensed marriage and family therapist, Lesli Doares. Lesli shares…
Understanding Lender Ratios and Credit Score Before Buying a Home
I’ve been working with the 3rd Decade program* as a volunteer mentor for over a year now. As I progress on my mentor journey, I continue to see a common…
Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207
If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you. There are several steps involved to handle this strategy in…
What You Need to Know About the Updated FAFSA
As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming…
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We break down some of the most important questions we are asked on a regular basis.