Apr 1, 2024
Today we discuss how to earn tax-free income from your bond and money market funds. You may be familiar with Treasury or Municipal bonds, but you might not be getting the tax credit that you are owed. This is especially important in places like California!
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Mar 1, 2024
Today, we discuss the main issues you need to have nailed down before you retire.
Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.
Feb 1, 2024
On today's episode, we're talking about what happens to your investments if a brokerage firm like Charles Schwab or Fidelity failed?
Is there something we need to do in case this should happen? What protections are in place to help me not lose my money?
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Jan 15, 2024
Today, I share how we currently absorb financial news is detrimental to our long-term strategies. And I offer a better way!
Resources:
JP Morgan: Guide to the Markets
Jan 1, 2024
If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.
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