What Is A Durable Power Of Attorney For Finances?
Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly reduce stress and provide…
Roth IRA Conversions: What Are They And When Do They Make Sense?
A Roth conversion involves transferring funds from a retirement account, which is taxed upon withdrawal, to a Roth IRA, where withdrawals may be taken tax-free…
Are Your Employer Retirement Accounts Professionally Managed?
Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end…
3 Types Of Financial Scams To Avoid
With communication always changing, it’s important to be aware of how scammers are using technology for their personal gain. Text messages, phone calls, and email…
Comments On: “is The Fed Tight, Or Not?”
Much has been made of the Federal Reserve Bank’s fight against inflation. Initially thinking that inflation was “transitory,” the Fed was late in raising interest…
Personal Finance Apps
Having an easy to manage spending plan is the cornerstone for financial success. It’s important to know your cash inflows and outflows so that you…
Ai Or Human Financial Advisors?
Artificial intelligence (AI) made a dramatic appearance in 2023. As often happens with hot topics, an initial flurry of attention on AI kicked off a…
Beyond The Grave By Jeffrey L. Condon
Planning your estate is complicated—both technically and emotionally. This is something that you only do once. How do you make sure you get it right?…
What Are Normal Interest Rates?
For the last 15 years since the Financial Crisis in 2008 interest rates as set by the Federal Reserve Board (Fed) have been at or…
“i’m Dead, Now What?” By Peter Pauper Press
The death of a loved one is emotional, stressful, and can put such a huge strain on those left behind. Why not be prepared for…
