What if the Market Crashes?
Autumn Sobel2023-05-27T09:25:26-06:00The news says the debt ceiling might crash the markets, what should you do?
Top Ten Insurance Mistakes that Fighter Pilots Make
Autumn Sobel2023-05-21T19:36:04-06:00Insurance is like Goldilocks, too much and too little are probably not the right answer…
The C-Word(s)
Autumn Sobel2023-05-13T13:38:31-06:00Culmination, compensation, confusion—check! The are so many C-Words in the financial world, but the really tough ones are Contribution, Conversion and Characterization.
The Financial Value of a Mom
Autumn Sobel2023-05-06T19:15:43-06:00Mother’s day is just a few days away. Do you know how much your Mom is worth? Of course she’s priceless, but let’s peel that back a bit!
Financially Launching Kids to College
Autumn Sobel2023-04-30T19:27:37-06:00Financially savvy adults aren’t born, they’re made. The start of college is the time to prepare your young adult for max-perform money.
Top 10 Tax Mistakes Fighter Pilots Make
Autumn Sobel2023-04-23T11:15:04-06:00No one likes to overpay taxes. Underpaying tends to wind up poorly too. How can you avoid tax mistakes?
Do I Have to Pay Estimated Taxes?
Autumn Sobel2023-04-16T20:37:21-06:00Tax day is here, but you received estimated payment forms. Do you have to pay estimated taxes too?
Should you Die with Zero?
Autumn Sobel2023-04-08T14:21:19-06:00You’re saving for retirement, but should you be spending to make memories too? And when should you give your kids an inheritance?
Should You Prepay for College
Autumn Sobel2023-04-02T21:12:49-06:00Prepaid college plans can be attractive. Who doesn’t like a guarantee? But what’s the cost of that guarantee and is it right for you?
Jinking out of Estimated Taxes
Autumn Sobel2023-03-26T20:17:48-06:00Do you have to pay estimated taxes? If so, how much, when and why? Is there a way to jink out of them?
Backdoor Roth IRA Club
Autumn Sobel2023-03-20T09:51:24-06:00The first rule of Back Door Roth Club… is don’t not talk about Backdoor Roth Club! You might be in Backdoor Roth Club already. Do you know the rules?
Are you Saving Enough?
Autumn Sobel2023-03-12T22:16:11-06:00We all wonder if we’re saving enough or too little, perhaps even too much. How should you think about your savings goals?
In Defense of Paying Taxes
Autumn Sobel2023-03-05T12:33:37-06:00No one likes paying taxes, but is there an upside to getting a tax bill?
Do Fighter Pilots Carry Umbrellas?
Autumn Sobel2023-02-26T19:24:28-06:00Are fighter pilots allowed to carry umbrellas? Maybe there's a case for it...
How to Fix a Taxable Portfolio
Autumn Sobel2023-02-11T15:34:11-06:00Can you explain why your taxable portfolio looks the way it looks? Would you buy the same things if you were starting over today?
What to Know about Roth Matching
Autumn Sobel2023-02-08T13:28:40-06:00The new SECURE Act 2.0 that passed in late 2022 paved the way for employers to match your 401(k)-type contributions with Roth dollars—here’s what you need to know!
4 – I – 4 – T for 2023
Autumn Sobel2023-01-28T19:01:30-06:004-I-4-T… Should you put money into the TSP or an IRA or both? What about a taxable account—where does that fit into an investing order of operations?
Retirement Merges to Buy
Autumn Sobel2023-01-20T09:43:27-06:00You've decided to retire, but now the real decisions begin and some of them have some serious dollar signs attached to them!
