Shortly before the end of 2019, the SECURE Act made a number of changes to retirement plans and IRAs. Many of the changes are technical in nature, but there ...

The Life-Changing Magic of Financial Organization. Part Three: For the past two months we suggested steps to take on a monthly and quarterly basis to stay ke...

The Life-Changing Magic of Financial Organization. Part Two: Last month we suggested steps to take each month to keep your finances organized. This month, we...

The Life-Changing Magic of Financial Organization. If Marie Kondo were a financial advisor, she might offer these tips for keeping your financial life tidy. ...

The world's savviest scam artists have been hard at work finding new ways to steal your money. Our past tips have focused on methods that are old hat now: En...

It may be cheaper to teach your child fencing, and it may be more convenient to transfer guardianship of your children to a willing party. However, we contin...

Most people borrow money at some point in their lives. Some debt, like mortgage debt, can be a wise choice, particularly if it allows you more money to inves...

Don’t take money from your retirement account (IRA or 401(k)) until you retire.* Sometimes it is tempting to take money from your retirement account to pay f...

Want to deposit money into your account with Midway Capital? The NetXInvestor app makes check deposits a snap. If you haven’t downloaded the NetXInvestor app...

April 15 is just around the corner. You can still take a few actions to help your 2018 financial picture, and we have some important advice if you need extra...

Spend five minutes watching CNBC, and your head will spin. A double stack of tickers lines the bottom of the screen. Numbers and letters fly past like expres...

It’s February and time to start prepping for tax season. You probably have already received tax documents from your employer and your bank. In the next few d...

The stock market is falling, what should you do? Sit tight and don’t worry. Markets go up and down and will continue to do so. This is part of the normal cyc...

Tax planning can save you money. Tax day may be April 15, but you only have until the end of December to take steps to minimize your 2018 tax bill. Remember,...

Use password management software. If you are reading this email on a device of any kind, you are certainly aware of all the challenges around managing your p...

When is the last time you checked your account beneficiaries? Beneficiary information for retirement accounts and life insurance policies will supersede anyt...

Continuing with our series on “financial regrets,” many of our clients say they wished they have maxed-out their retirement savings plans early on. There is ...

As college students return to campus this time of year we are reminded of one of the biggest financial regrets people often have: too much college debt. Stud...

July 2018 It’s summer and all is sunny, but do you have a rainy day fund? If not, you should start one. We recommend keeping enough cash in a savings accou...

Now is a good time to reassess the rewards and points offered by your credit cards. The whole credit card industry has become more competitive over the past ...