Author name: Financial Yogi

You Got a Bonus – Now What? It’s finally time! You’ve worked hard all year, put in lots of hours, [...]

To Roth, or Not to Roth, That is the Question Summary: Traditional IRA contributions may be income tax deductible and

2021 is Nearly Over. Are You Ready For 2022? If 2021 proved anything, it is that those who plan ahead

Take Time to Reflect on the Financial Results from 2021 and Make a Plan for 2022 2021 has certainly been

First Time Homebuyer Programs First Time Homebuyer? – These Programs Are for You June 1, 2021  Do you fantasize about

Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” Estate planning may be one of the last things

To Buy or Lease a Car? That is the Question Think about how many choices you make each day based

Having Kids? Financial Items to Consider You found the spouse of your dreams and got married. So now what?! For

Best Practices for Data Security One of my all-time favorite movies is Mel Brooks’ classic 1980’s Star Wars inspired spoof:

Avoid Breaking the Bank This Holiday Season How is it that time of year already?! Time goes by fast, and