Consumer Blog

How to Choose Beneficiaries with Taxes in Mind

How to Choose Beneficiaries with Taxes in Mind

15.0 MIN READ

Unlike most...

December 06, 2022/by XYPN Financial Experts
Feel Financially Stuck? Here’s Why—and How to Move Forward

Feel Financially Stuck? Here’s Why—and How to Move Forward

9.5 MIN READ

As financial...

November 29, 2022/by XYPN Financial Experts
What to Do When You Become a Trustee

What to Do When You Become a Trustee

6.0 MIN READ

...

November 22, 2022/by XYPN Financial Experts
Is the Housing Market Going to Crash?

Is the Housing Market Going to Crash?

8.0 MIN READ

The last 28...

November 15, 2022/by XYPN Financial Experts
Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies

17.0 MIN READ

Capital...

November 08, 2022/by XYPN Financial Experts
Don’t Be a Peanut Butter Philanthropist

Don’t Be a Peanut Butter Philanthropist

8.0 MIN READ

When it...

November 01, 2022/by XYPN Financial Experts
How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?

8.0 MIN READ

Many...

October 25, 2022/by XYPN Financial Experts
4 Steps To Determine The Right Home Budget For You

4 Steps To Determine The Right Home Budget For You

8.5 MIN READ

Buying a...

October 18, 2022/by XYPN Financial Experts
What is Asset Location and How Can It Reduce Taxes?

What is Asset Location and How Can It Reduce Taxes?

11.5 MIN READ

While ...

October 11, 2022/by XYPN Financial Experts
3 Critical Points Doctors Should Consider Before Changing Jobs

3 Critical Points Doctors Should Consider Before Changing Jobs

3.5 MIN READ

While...

October 04, 2022/by XYPN Financial Experts
ABLE Accounts Explained! (Should You Open One?)

ABLE Accounts Explained! (Should You Open One?)

7.0 MIN READ

Achieving a...

September 27, 2022/by XYPN Financial Experts
Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?

Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?

5.0 MIN READ

...

September 20, 2022/by XYPN Financial Experts
Managing Interest Rate Risk In Your Bond Investments

Managing Interest Rate Risk In Your Bond Investments

6.5 MIN READ

Inflation...

September 13, 2022/by XYPN Financial Experts
How to Be Financially Successful: 3 Things Wealthy People Do Differently Than Everyone Else

How to Be Financially Successful: 3 Things Wealthy People Do Differently Than Everyone Else

6.5 MIN READ

Ever wonder...

September 06, 2022/by XYPN Financial Experts
5 Smart Ways to Invest for Your Grandchildren

5 Smart Ways to Invest for Your Grandchildren

21.5 MIN READ

You want...

August 30, 2022/by XYPN Financial Experts
7 Tips To Reduce Financial Stress

7 Tips To Reduce Financial Stress

5.5 MIN READ

With rising...

August 23, 2022/by XYPN Financial Experts
How to Survive a Bear Market

How to Survive a Bear Market

13.0 MIN READ

The stock...

August 16, 2022/by XYPN Financial Experts
7 More Tips to Help You Have a Great Summer Vacation

7 More Tips to Help You Have a Great Summer Vacation

10.0 MIN READ

I wrote the...

August 09, 2022/by XYPN Financial Experts
6 Financial Planning Myths Debunked

6 Financial Planning Myths Debunked

5.0 MIN READ

Have you...

August 02, 2022/by XYPN Financial Experts
7 Problems with Dividend Investing

7 Problems with Dividend Investing

11.5 MIN READ

...
July 26, 2022/by XYPN Financial Experts
Leasing vs Buying a New Car: Which Option Is Best For You?

Leasing vs Buying a New Car: Which Option Is Best For You?

7.0 MIN READ

If you need to buy a...

July 19, 2022/by XYPN Financial Experts

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