Nick enjoys teaching others how to make sense of their complicated financial lives. Nick earned his graduate degree in Financial and Tax Planning and has since helped countless individuals and families achieve their goals.
Because states offer different incentives for college savings, your state of residence can play a large role in how you prioritize different savings opportunities. Tools like 529 savings plans, state tax credits, and matching savings programs vary by state, creating a checkerboard of different savings opportunities. Read More
Reducing taxes means you keep more of what you earn. While you can't control the stock market, you can control some of your taxes. Knowing how your investments affect your tax bill can help you save money not just on April 15th, but for years to come. Read More
Target-date funds are very common in retirement accounts because they automatically adjust over time. However, plenty of people make mistakes choosing TDFs, which can hurt long-term returns.
If you’ve had … Read More