Author name: Financial Yogi

NATIONAL 529 COLLEGE SAVINGS PLAN DAY Today, I’ll be discussing the details of a 529 College Savings Plan…what they are, [...]

YOU HAVE MONEY, NOW WHAT? INHERITANCE Today, I’d like to discuss a topic that I have helped many of my

BACKDOOR ROTH: NOT SO ``HUSH-HUSH`` Summary: If modified adjusted gross income (MAGI) is too high to make direct Roth IRA

DIVORCE Today, I’m talking about a topic that can be one of the most difficult times in your financial life:

Money Team Today, I would like to discuss three key players who are important to have in your corner when

Net Worth Today we are going to talk about Knowing Your Number, or your net worth.   Your net worth is

TALKING TO YOUR SPOUSE ABOUT FINANCES Today I’m diving into the details of something many of us find difficult-talking to

SHORT VS LONG TERM INVESTING Today we are going to discuss one way to minimize risk when we invest: by 

MULTIPLE STREAMS OF INCOME: PROS AND CONS As a financial planner, I am constantly explaining the benefits of diversifying investments