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December 21, 2022

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Tax Refund Schedule for 2023

Tax Refund Schedule for 2023 - when might you expect your tax refund this year?

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December 21, 2022

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What Is Tax Liability?

What Is Tax Liability? It's the sum of taxes that you must pay as an individual to the government.

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December 19, 2022

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A Hawkish Fed and Shopping Slowdown Send Stocks Lower

A Hawkish Fed and Shopping Slowdown Send Stocks Lower - learm more in our weekly market update.

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December 15, 2022

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What I Learned in 2022 (Annual Edition)

What I learned in 2022 - lessons from a financial planner about finances and life!

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December 14, 2022

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10 Types of Investments and How They Work

10 Types of Investments and How They Work - Learn about the different types of investments and how to use them.

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December 14, 2022

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Housing Market Insight with Matt Lieberman

In this episode of Wealth, Health and Happiness, we interview Matt Lieberman. Matt is the V.P. of Residential Lending at Apex Home Loans with the goal of helping first-time homebuyers build their future wealth. In this episode, we talk about the housing market and mortgage rates, and share some helpful advice for first-time home buyers.

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December 12, 2022

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Stronger-Than-Expected Data Results in Shift of Momentum

Stronger-Than-Expected Data Results in Shift of Momentum. Learn more in our weekly market commentary.

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December 9, 2022

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The Best States to Retire for Tax Purposes

What are the best states to retire to for tax purposes? That depends on what tax benefits you're looking for.

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