Consumer Blog

Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors

Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors

Gift Tax: What Is It And How Does It...

March 31, 2023/by XYPN Financial Experts
Debt is Stealing From Your Future

Debt is Stealing From Your Future

6.5 MIN READ

For...

March 28, 2023/by XYPN Financial Experts
Good Financial Reads: When to and How To Reduce Capital Gains Taxes

Good Financial Reads: When to and How To Reduce Capital Gains Taxes

When to Suck it Up and Pay Capital Gains

March 24, 2023/by XYPN Financial Experts
Brokered CDs Explained! (Earn Up to 5% Interest!)

Brokered CDs Explained! (Earn Up to 5% Interest!)

10.0 MIN READ

...

March 21, 2023/by XYPN Financial Experts
Good Financial Reads: How To Prepare and Succeed for All Tax Filings

Good Financial Reads: How To Prepare and Succeed for All Tax Filings

4 Tips to Prepare for Tax Filing Season

March 17, 2023/by XYPN Financial Experts
A List of Dumb Things I’ve Done With Money

A List of Dumb Things I’ve Done With Money

5.0 MIN READ

  I’m a...
March 14, 2023/by XYPN Financial Experts
Good Financial Reads: How to Understand Your Risk Tolerance and Plan for Change

Good Financial Reads: How to Understand Your Risk Tolerance and Plan for Change

The Only Constant in Personal Finance...

March 10, 2023/by XYPN Financial Experts
2022 Was Tough for Investors, Will 2023 Be Better?

2022 Was Tough for Investors, Will 2023 Be Better?

8.5 MIN READ

 
March 07, 2023/by XYPN Financial Experts
Good Financial Reads: How To Use Equity Compensation, Pre-IPO and Acquisitions

Good Financial Reads: How To Use Equity Compensation, Pre-IPO and Acquisitions

What Happens to My Stock in an...

March 03, 2023/by XYPN Financial Experts
The Beginner’s Guide To Mutual Funds

The Beginner’s Guide To Mutual Funds

9.0 MIN READ

Have...

February 28, 2023/by XYPN Financial Experts
Good Financial Reads: How To Set Up Your Child With Special Needs for Success

Good Financial Reads: How To Set Up Your Child With Special Needs for Success

What is a Special Needs Trust & Why You...

February 24, 2023/by XYPN Financial Experts
Counterintuitive Lessons from a Downturn

Counterintuitive Lessons from a Downturn

6.0 MIN READ

In its...

February 21, 2023/by XYPN Financial Experts
Good Financial Reads: How To Use Economics, Automations, and Context for Personal Finance

Good Financial Reads: How To Use Economics, Automations, and Context for Personal Finance

Three Automations to Improve the Flow...

February 17, 2023/by XYPN Financial Experts
Caring for Elderly Family Members

Caring for Elderly Family Members

8.0 MIN READ

 
February 14, 2023/by XYPN Financial Experts
Good Financial Reads: How To Take Advantage of the SECURE 2.0 Act

Good Financial Reads: How To Take Advantage of the SECURE 2.0 Act

SECURE Act 2.0 – 16 Key Tax and...

February 10, 2023/by XYPN Financial Experts
229 Things You Shouldn’t Do Without First Talking to Your Financial Planner

229 Things You Shouldn’t Do Without First Talking to Your Financial Planner

24.0 MIN READ

The...
February 07, 2023/by XYPN Financial Experts
Good Financial Reads: How to Save for Retirement from Any Age
How to Combine Finances After Marriage (4 Key Steps)

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are...

January 31, 2023/by XYPN Financial Experts
Good Financial Reads: How To Effectively Build & Use Your Savings for Emergencies and More
5 Steps to a Stronger Financial Plan

5 Steps to a Stronger Financial Plan

6.5 MIN READ

Most people...

January 24, 2023/by XYPN Financial Experts
Good Financial Reads: Estate Planning: How To Care for Your Loved Ones When You’re Unable To

Good Financial Reads: Estate Planning: How To Care for Your Loved Ones When You’re Unable To

The In’s and Out’s of Estate Planning –...

January 20, 2023/by XYPN Financial Experts