Credit Card Safety Tips

Freeze your credit. Here is why and how it is different than a lock.

Next up - Venmo scams. This is my series on identity theft prevention and cybersecurity.

Protect yourself from QR Code Scams

Financial steps to take before the wedding.

I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?

More Privacy. More Control. Quicker distribution to beneficiaries.

How should you title your assets? This guide will help you understand your options,

Not everyone has dying on their mind when planning ahead for a pet. Unfortunately, it happens more frequently that expected. Plan ahead with these guidelines, and contact with any questions!

When you don’t have an obvious beneficiary for your money…

Many of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?  

Many people learn about capital gain distributions when they file their taxes. Rather than wait for the surprise, I show you how to proactively prepare for the tax impact or take action to avoid it.

Dear Linda, I keep reading that bond yields are spiking. I am curious about what that means. Is it a good or bad thing?

I remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?

The EV charger federal tax credit is back.

The stock market had a rough 2022 with the S&P losing close to 20%. While the stock market and the economy are related and often discussed together, they are not the same thing.

So you've moved jobs a few times, you have a bunch of old employer plans, and you don't know what to do with them. Here are your options.

The stock market is cyclical and subject to periods of volatility. While being told to ‘stick with your long-term investment strategy’ is simple advice, it isn’t always easy. I love incorporating these 4 pictures into meetings – here’s why.

Here’s what you need to know about The SECURE Act 2.0 - some of the highlights.

If you inherit an IRA or Roth IRA from a non-spouse (such as a parent), the rules have changed. Here is what you need to know.