by Justin Knapp | Sep 27, 2023 | Uncategorized
5 strategies to help under spenders get over the hump of tapping their investments. My husband and I sold some appreciated stock in 2022, resulting in a much bigger-than-usual bill on tax day this year and several tight months for our household budget after that. Why...
by Justin Knapp | Sep 27, 2023 | Uncategorized
My parents recently moved out of the house they’d lived in for 50 years. A half-century might sound like quite an accomplishment. But they stayed too long. Their home was a 1940s two-story gray stone house north of Pittsburgh, with a three-quarter acre yard. At the...
by Justin Knapp | Aug 17, 2023 | Uncategorized
In this Newsletter: Put Your Money Where Your Values Are Coming in 2024: New 529 Plan to Roth IRA Rollover Option Financing Options to Help You Ride the Mortgage Rate Roller Coaster Read Full Planning Newsletter Here…
by Justin Knapp | Aug 14, 2023 | Uncategorized
Cognitive decline is an unfortunate consequence of aging — one that affects as many as two-thirds of people. But new research suggests it hits several groups hardest: those who are white, male and have college degrees. Financial professionals say that the results...
by Justin Knapp | Aug 14, 2023 | Uncategorized
When I was young and unschooled about money, I borrowed thousands of dollars to attend Northwestern University. As I recall, tuition was around $12,000 a year in 1980, and I had only $3,000 to my name. How could I pay? The dean sent me a letter explaining that the...
by Justin Knapp | Jul 19, 2023 | Uncategorized
2Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 2Q2023 IWM Market Analysis (click here)…
