If You Invest in Lyft or Uber, You Might be Taken for a RideMay 8th 2019
Lyft and Uber are sweeping the country with their popular and easy to use ride share services. However, don't get lost in how much you like them as a consumer before you make an investing decision concerning either of these companies.
Avoid Falling into a Tax Trap When You Move to a New StateMarch 27th 2019
Moving to a low-tax "paradise" can backfire without the proper planning and documentation, if you don't plan on severing all financial ties from your previous state. Here's how to avoid any tax traps you may not realize are waiting for you.
Employer Plans Should Be Free to Offer Socially Aware InvestmentsJuly 30th 2018
It is important to make sure that employers are offering reasonable menus of investment choices to their employees, but the entire point of self-directed retirement accounts is to give individual investors a level of control over their portfolios.
New 529A Plan for the Disabled Will Offer Tax Advantages, Preserve SSI and Medicaid EligibilityMay 19th 2015
Like a 529 college savings plan, assets in a 529A grow tax-free, and withdrawals aren't be taxed when used to pay for qualifying expenses, including health and wellness expenses, housing, transportation, education, employment training, and legal fees.