Insights

Early to Mid-Career In Retirement

May 28, 2024

Making Best Use of Your Behavioral Biases

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into…

Scapital

Love0

Approaching Retirement In Retirement

May 28, 2024

How Will Congress Fix Social Security?

It seems like every news cycle includes an article about how the Social Security trust fund is about to run out of money. ‘About’ may be somewhat of a misnomer. …

Scapital

Love0

Approaching Retirement Early to Mid-Career

April 29, 2024

What Does the Realtor Settlement Mean for Us?

You might have read about what the press is calling a seismic shift in real estate commissions. How people are going to be paying their realtors a lot less to…

Scapital

Love0

Early to Mid-Career In Retirement

April 29, 2024

Wars and Markets

The escalation of tensions in the Middle East, and the Israeli army’s campaign in Gaza, has flared into open conflict between Israel and Iran. Iranian missiles have been raining down…

Scapital

Love0

Approaching Retirement Early to Mid-Career

March 22, 2024

Leftover Rollover

Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books etc. Do you just ask for the…

Scapital

Love0

In Retirement

March 22, 2024

Increasingly Creative Scams

Remember the smooth attorney representing a Nigerian prince, who wanted you to help him launder millions of dollars? All you had to do was send him a few thousand bucks…

Scapital

Love0

Early to Mid-Career In Retirement

February 20, 2024

Solar for Prosperity

One of the arguments for a more abundant future is the decreasing cost of energy. There are limits to how low the price of gasoline can go (there is, after…

Scapital

Love0

Early to Mid-Career In Retirement

February 20, 2024

New Highs. Now What?

We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. Many investors who have a worrisome mindset will think that…

Scapital

Love0

In Retirement Workplace Retirement Plans

February 15, 2024

Architecture Partner Discovers Advantages of Personal Financial Planning

The advantages of personal financial planning cannot be overstated, as shown by this case study highlighting the journey of a partner at a Pennsylvania architecture firm. Wanting to overcome the…

Dex Burgess

Love0

In Retirement

January 22, 2024

Preparing for the Sunset

When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower tax rates, much more generous estate tax exemption—would sunset at…

Scapital

Love0