Latest articles by Chad Chubb, CFP®
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6 Financial Moves to Make When the Market Goes Down
investing Smart investors know how to profit whether markets are hot or cold. Even though stocks are riding high right now, keep these strategies in your back pocket for any down times that may be ahead.
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2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
estate planning Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Things to Consider Before You Refinance Your Mortgage
mortgages With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate?
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5 Time-Tested Tactics in Bear Markets
investing Investors have been through the wringer since March. These five tips will serve them well going forward.
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Do You Qualify for a $300 Tax Deduction Under the CARES Act?
tax deductions What is the new above-the-line universal tax deduction, and how does it work?
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A Financial Crash Course for Those Getting Married
retirement Marital bliss and financial preparedness go hand in hand. Here's a little of list of money topics to cover well before you take a walk down the aisle.
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What Do You Need to Budget for a Baby These Days?
spending Take a look at some of the costs parents should consider when having or adopting a child. The total figure for raising a child may seem astounding, but breaking the costs up into annual "baby steps" can help.
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How to Build Your Wealth in Your 40s
retirement Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.
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How to Build Your Wealth in Your 30s
retirement You're being pulled in so many directions at this stage of life, and so is your money. To set yourself up for a successful financial future, start by defining what it is that you really value.
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3 Vital Financial Planning Stages for Gen X & Gen Y
retirement You may think you’re too young (or poor) to start working on a retirement saving plan, but actually now is the perfect time.
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A Forgotten First Step in Wealth Creation: Emergency Funds
retirement Putting aside money for a rainy day (and it WILL rain one day, don't kid yourself) can pay off in many ways, including lowering your stress.
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Student Loans: To Solve the Problem, Understand the History
Paying for College It's no secret that college students today are in a bind. To avoid the pitfalls of crushing student debt, take a look at how we got into this sticky situation, and then make some smart course corrections.
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High-Earning Millennials Have a Surprising Student Debt Problem
college You might think that HENRYs (High Earners, Not Rich Yet) would be doing just fine after college, but they're in serious debt just like most other new grads. In fact, in some ways, they face a few added challenges.
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