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Insights, ideas and inspiration to fuel your best financial life
Unlike other alternative investments, collectibles as an investment offer a unique blend of financial potential and personal passion. Whether you’re drawn to classic cars, fine wines, rare art, or vintage baseball cards, the process…
Exploring Alternative Investments Investing offers a wide range of options to cater to different financial goals and risk tolerances. While traditional investments like stocks, bonds, and cash are well-known, alternative investments often remain less…
One of the most disruptive elements to any well-crafted financial plan is the unpredictable nature of medical expenses. Enter the Health Savings Account (HSA), a powerful tool that can change how you manage and…
The name might sound exclusive or even clandestine, but a Backdoor Roth is simply a powerful financial tool, particularly for high-income individuals seeking tax-savvy savings strategies for retirement. In the most recent episode of…
Do you have a bunch of old retirement plans scattered around? Do you have multiple different IRAs and 401(k)s from past employers? If you are nodding your head yes, then this is for you!…
The benefit of aging: Catch-Up Contributions In the most recent episode of The Field Guide Podcast, Brian Colvert, CFP®, takes a fresh look at aging – not as a decline, but as a time…
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Recent Posts
Year End Planning: Your Guide to Finishing the Year Strong As the calendar turns toward the final weeks of the year, it becomes clear how quickly time moves. Life fills up, schedules accelerate, and…
Retirement planning is one of the most important financial transitions you will ever navigate. It is also one of the most misunderstood. People spend decades saving money in different accounts, following rules, avoiding mistakes,…
