October 10, 2026
Sell Your Business and Pay $0 in Capital Gains
It’s called Qualified Small Business Stock, or QSBS, and in the right circumstances, it lets you exclude a large portion — sometimes all — of the capital gains tax when you sell stock in your company.
October 3, 2026
Using an investment account as collateral for a line of credit (LOC) to fund retirement is a strategy known as "securities-based lending." Here's how it works and key considerations.
September 26, 2026
The deduction is real. Whether it’s right for you is a completely different question.
September 19, 2026
Mortgage Rates Just Hit a 52-Week High
The 30-year fixed mortgage rate hit 7.22% this week, a 52-week high.
September 12, 2026
AI Chatbots Are Giving Financial Advice to Millions
The trouble starts the moment a question needs real facts about your life, not just a textbook answer.
September 4, 2026
Renting Isn’t “Throwing Money Away”
Does renting mean you're falling behind financially? Explore the real costs of homeownership and how renting and investing the difference can build wealth.