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Costco For College Students: How To Maximize Savings
A look at why Costco for college students is a great investment in savings. The post Costco For College Students: How To Maximize Savings appeared fi…
Friday Flight: Pricey Porch Pumpkins, Twitter for Trading, & Saving for a Spouse – Episode 1038
Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…
This New Bill Could Double Your Tax Savings in 2025
The One Big Beautiful Bill has passed, and it could put thousands of dollars back in your pocket. In this episode, we’re breaking down how this power…
How The Irrevocable Life Insurance Trust Saves Families From the Estate Tax Hammer
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no mat…
SAVE Borrowers’ Forbearance Extended Into 2026
The Department of Education extends SAVE forbearance again, delaying repayment timelines into 2026. The post SAVE Borrowers’ Forbearance Extended Int…
Best High-Yield Savings Accounts In September 2025
We break down the best high yield savings accounts for 2025 so that you can earn the highest interest on your money easily. The post Best High-Yield …
The Smart Way Parents Can Save for College and Retirement Together
Learn how to use a 529 plan to save for your child’s college without putting retirement at risk. Balance both goals with a smart savings strategy. Th…
Ask HTM: Is a 25% Savings Rate Overkill, Avoiding State Minimum Insurance Requirements, & Eliminati…
Let’s kick off the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a quest…
Why Mandatory Retirement Plans Can Help You Save a Ton More Money
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025. Th…
Friday Flight: Pre-K For Pay, Helicopter Savers, & Politics Shmoliticks – Episode 1029
Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…
TAB Bank Review: High Savings APY
Looking for an online bank offering a high yield on savings as well as cash back rewards when you make purchases? Learn more in this TAB Bank review.…
Does the SAVE Forbearance Count For PSLF?
SAVE forbearance doesn’t directly count toward PSLF, but the buyback option may help some borrowers qualify. The post Does the SAVE Forbearance Count…
Ask HTM – Spending Cash Windfalls, Retirement Investing vs College Savings, & So You Think You Can …
Let’s kick off the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a quest…
Student Loan Complaint Backlog Grows As SAVE Borrowers Stay In Limbo
SAVE borrowers still have no repayment date, while student loan complaints pile up after staffing cuts at the Education Department. The post Student …
Optimizing Charitable Giving for Maximum Tax Savings: Why a Taxable Account Can Beat a Roth
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post O…
13 Things You Can Do with a Health Savings Account (HSA)
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 1…
8 Retirement Catch-Up Secrets for Savers 55+
I’ve met countless people over the years, and while it’s somewhat rare, I’ve seen individuals go from having virtually no retiremen…
SAVE Borrowers Still in Limbo After New Court Filing
The latest court status report in the SAVE lawsuit offered no changes. Borrowers are still waiting for repayment updates. The post SAVE Borrowers Sti…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
How To Use The Tax-Free Home Sale Exclusion Every Two Years To Save
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…