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Can I Send Money to India?

February 06, 2020 |
8 Comments

We're talking about international monetary gifts today and answering listener questions on captive insurance, asset protection for residents, and lots more.

Read On »

SECURE Act – 8 Things You Need to Know

December 30, 2019 |
57 Comments

If the SECURE Act changes your financial plan in a significant way, you're in the minority. Here's an analysis of the changes and what they mean for your retirement.

Read On »

How to Rebalance Your Portfolio

September 26, 2019 |
3 Comments

Today we talk about the best way to rebalance a portfolio, buying a home while still having student loans, deducting travel expenses, negotiating an employment contract, and lots more. 

Read On »

Will the Politicians Cancel Your Student Loan Debt?

September 12, 2019 |
6 Comments

Should you change your student loan plan based on political talk of canceling loans? We discuss this, plus multiple 401(k)s, VTI vs VTSAX and lots more.

Read On »

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