“If you’re tempted to jump in & out of the markets because you’re worried about headlines, I get it. The markets are great at making you uncomfortable in the short term if you’re in ‘em, & the best in the world at making you uncomfortable longer-term if you’re not.”-Keith Fitz-Gerald

Can you imagine suing medical professionals or a hospital for willingly violating your health care directive and extending your life against your will? It happens, so if you feel strongly about this, carefully vet your health care advocate who'll fight hard for your final wishes.

Does the new Social Security ID Verification Affect You? - mailchi.mp/dffd7f295431/y…

A good rule of thumb for justifying a higher insurance deductible is based on the payback period: the time it takes for premium savings to equal the additional out-of-pocket risk from the higher deductible. The consensus across industry sources is that raising your deductible

“Most do it yourself investors, myself included, aim to minimize fees. But after managing a relative’s portfolio for a year, I now get why financial professionals charge what they do—the emotional labor is real. Managing money is relatively easy when markets are rising. It’s

A new tactic employed by companies like Xfinity is to authenticate customers via text message, assist them with their issue or question, and then send a follow-up text message that essentially confirms their agreement or credits applied, but locks them into a new extended

One of the better rates on a 9 month FDIC insured Certificate of Deposit at 4.6% APY at Seattle Bank. seattlebank.com/deposit-rates.…

Does the new Social Security ID Verification Affect You? ydfs.com/YDFSblog202506…

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Does the new Social Security ID Verification Affect You? ydfs.com/YDFSblog202506…

Beware of scammers spoofing your doctor's office phone number & calling you to discuss test results that require further in-home testing not covered by insurance, or other such scams. If you're not expecting a call, and even if you are, hang up & call your doctor yourself.

New Tax Bill Requires Updated Planning Approach, by Sam H. Fawaz, CPA, CFP®, PFS, MST bit.ly/themoneygeekOB…

Under OBBBA, the filing threshold for 1099-MISC & 1099-NEC forms increases from $600 to $2,000, effective with forms sent out in 2027 for tax year 2026. This figure will be indexed for inflation. The $600 reporting threshold has not changed since 1954, even though prices have

New Tax Bill Requires Updated Planning Approach - mailchi.mp/ae2d5219d380/y…

New Tax Bill Requires Updated Planning Approach: ydfs.com/YDFSblog202507…

A life insurance salesman recommended four to five times more life insurance than I recommended after a quick fifteen-minute interview, versus the 25+ hours I spent developing your overall financial plan and life insurance requirements? I'm shocked, I tell you, just shocked! 😲

Just reviewed an estate plan written in 2024 by an employer legal service plan. I've reviewed 100's of estate plans over the years & this is one of the worst I've ever reviewed. If you care about your loved ones & your legacy, hire an attorney who specializes in estate planning.

New Tax Bill Requires Updated Planning Approach: ydfs.com/YDFSblog202507…