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Are Tax-Deferred Savings a Ticking Time Bomb?

Are Tax-Deferred Savings a Ticking Time Bomb?

"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring taxes has a…

076 MG Saving For College with a 529

076 MG Saving For College with a 529

Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!

075 MG Save on Mutual Fund Fees

075 MG Save on Mutual Fund Fees

Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!

Prioritize Retirement Savings and Where to Invest Cash

Prioritize Retirement Savings and Where to Invest Cash

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax return preparation every year to make me wond…

061 MG What Investment Expenses Can You Deduct?

061 MG What Investment Expenses Can You Deduct?

Please "Take 5" and take the listener survey in the right-hand sidebar at link

Nuts and Bolts of Obtaining a Mortgage and How to Cut Closing Costs

Nuts and Bolts of Obtaining a Mortgage and How to Cut Closing Costs

January is officially history and there was a tremendous amount of volatility. On today's show I share how you can turn the lemons of January into sw…

Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities

Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities

On today’s show we discuss: 1st Segment includes information on what you need to look at with your portfolio at year end. ** Harvesting Tax Losses **…

047 MG An Emergency Fund

047 MG An Emergency Fund

Do you need one? How much? Help us out by writing a review at iTunes. Questions go to [email protected]. Also, check out Legal Lad's Quick and Dirty Ti…

College Planning & Savings

College Planning & Savings

Points of Consideration for Education Planning Many of you have written to ask that I provide some guidance on education planning and I have stayed a…

041 MG Flex Your Spending Muscle

041 MG Flex Your Spending Muscle

How to make the most of your flex spending account. Help us out by writing a review at iTunes. Questions go to [email protected]. Also, check out Legal…