by Chris GrandeJune 19, 2021 Financial Planning A Financial Checklist for Caring for Aging Parents if your parents are nearing the age of retirement (or have already retired), you might want to discuss their current … Read More
by Chris GrandeOctober 23, 2020 Health Care & Insurance, Retirement Income Planning Is It Smart to Use an HSA Account to Invest in Stocks? Does it make sense to use an HSA to invest in stocks and mutual funds? Yes it can depending on … Read More
by Chris GrandeOctober 20, 2020 IRA Planning What Taxes Are Paid When You Convert to a Roth IRA? Helping readers with the likely taxes on a Roth conversion was a fun answer to give on Quora. As more … Read More
by Chris GrandeJanuary 7, 2020 Investing Are Money Market Accounts Better than Savings Accounts? The question of whether money market accounts are better than savings accounts (and I stretch it, to all kinds of … Read More
by Chris GrandeDecember 18, 2019 Financial Planning Risks in 1031 Exchanges This economic trend of boomers selling may bring us back - at least in part - to some of the … Read More
by Chris GrandeDecember 17, 2019 Financial Planning, Investing Is Holding a High Balance in a Savings Account a Good Idea? Of course with the stock market constantly marching higher, you may be feeling that “FOMO” - i.e. Fear of Missing … Read More
by Chris GrandeSeptember 4, 2019 Financial Planning, Retirement Income Planning Foreign Held Annuities – Bringin’ Em Back More Americans are bringing their foreign held annuities and other assets back to the USA. Here's why and how... Read More
by Chris GrandeSeptember 26, 2018 Financial Planning Reallocate Your Portfolio without a Big Tax Bill – Video Reallocate Your Portfolio without a Big Tax Bill Are you worried about the stock market but don’t want to sell … Read More
by Chris GrandeSeptember 5, 2017 Investing Is There an Enron in Your Portfolio? Financial Shenanigans Is There an Enron in Your Portfolio? Chris’ Talk on Financial Shenanigans Do you own stocks? Are you curious if … Read More
by Chris GrandeMarch 31, 2017 Retirement Income Planning Retire Early & Do What You Really Want to Do! 8 Ways You can Access Your Money & Retire Before 60 Retire Early??? People who are a bit burned out from working jobs they have had to work are increasingly “retiring” … Read More