Financial Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts from Dan White himself!
You Might Live Long, But Your Money Might Not
March 20, 2023 Many Americans are living longer than expected. But...
Good News, Bad News
March 13, 2023 I’ve been asked what’s happening lately with interest...
The Worst May Still Be Ahead
March 06, 2023 January featured rock-solid market performance, which...
New Law Allows Tax-Free Retirement Rollovers from 529 Plans
February 27, 2023 Last week we covered some major changes resulting...
Retirement Changes Ahead
February 20, 2023 With the late 2022 adoption of a $1.65 trillion...
Household Debt Hits Record High
February 13, 2023 Personal finance company NerdWallet did a study on...
Debt Ceiling – What’s the Point?
February 6, 2023 The U.S. debt ceiling is the maximum amount of...
Is There a Limit to the Budgetary Madness?
January 30, 2023 As of this writing, the national debt stands at...
The Spending Doesn’t Stop
January 23, 2023 Congress crafted a record federal spending bill for...