The 5 Biggest Mistakes Millennials Make with Money
Our generation is notorious for not being so financially savvy. It’s up to us to change the game. So, what can we learn from the 5 biggest mistakes...
Is Being an Independent Contractor Worth it?
By Mack Bekeza, CFP®
One of the most significant rights someone has in the United States is the ability to pursue happiness and can bear almost any...
Decoding the SEP-IRA
By Mack Bekeza, CFP®
With millions of small business owners in the United States, one of the most significant problems they face is how do they plan...
How Does a Credit Score Work?
By Mack Bekeza, CFP®
A question I have been asked about lately is, how does a credit score work? If you are someone who is currently in debt or is considering...
Do You Have Unclaimed Property?
By Mack Bekeza, CFP®
Did you know that 1 out of 10 Americans have something called Unclaimed Property? Did you also know that, according to the National...
Marriage and Money: How to Communicate Effectively About Finances
If there’s one thing that’s absolutely essential to having a happy marriage or relationship, it’s communication. What we seem to forget,...
Marriage and Money: Together, Separate, or Somewhere in Between?
So, what’s the verdict? Should you have joint accounts, separate accounts, or something in between? Studies show that couples with joint finances...
Marriage and Money: Setting Boundaries
Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our...
Marriage and Money: Setting Goals For Success
One of the questions I get consistently from clients is: how do I get my spouse on board with keeping a budget? Followed by, oh and how do I get them...
The Basics of the Traditional IRA
By Mack Bekeza, CFP®
Hopefully, you enjoyed my piece on Roth IRAs, but what about Traditional IRAs? Don’t people ask me about those too? Well yes, they...
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