Investment Planning

HomeInvestment Planning

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...
Michael Ryan

Home Sale Profit & Cost Basis Calculator For Capital Gains

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

More News

A Financial Planner’s Guide to Modern Payment Scams (Zelle, Cash App & Venmo)

In my 30 years as a financial planner, I’ve seen payment scams evolve from poorly written emails about Nigerian princes to the sophisticated, lightning-fast...

Home Sale Profit & Cost Basis Calculator For Capital Gains

* { ...

Faster Funds? Chase Mobile Check Deposit Guide (2025 FAQs)

Still driving to the bank to deposit checks? With Chase Mobile Check Deposit, you can snap a photo and get your funds. Often by...

Explore more

How to Legally Avoid Capital Gains Tax on Stocks (2025 Planner’s Guide)

Michael Ryan
"Michael, I just sold my company stock to fund a down payment… my accountant says I owe a fortune in taxes. How is that...

How to Take Advantage Of Deferred Restricted Stock Units? A Financial Planner’s RSU Guide (2025)

Michael Ryan
Ever glanced at your compensation statement, seen terms like "RSU Deferral Election," and felt a wave of confusion? Think you're alone? Equity compensation is a...

Understanding Series I Savings Bonds: A Smart Treasury Investment?

Michael Ryan
Imagine securing an investment that's as solid as Uncle Sam's handshake, designed to outpace inflation, and shields your earnings from state and local taxes....

Do Non-Qualified Annuities Have RMDs? A Planner’s Guide (2025)

Michael Ryan
Imagine reaching age 73 and having the flexibility to keep your money growing tax-deferred, instead of the IRS forcing you to withdraw it. That's...

Does Chime Work With Cash App? A Planner’s Step-by-Step Guide 2025

Michael Ryan
Yes, Chime works seamlessly with Cash App. You can link your Chime Spending Account and debit card to transfer money between both platforms. As a...

🏛 What Time Does Chime Direct Deposit Hit Your Account?

Michael Ryan
In my 30 years as a financial planner, I’ve seen more anxiety caused by payday uncertainty than by stock market crashes. The question, "Where...

Does Chime Work With Zelle? Let Me Show You How in 2025

Michael Ryan
Wondering if you can integrate Zelle with your Chime account for easier financial management? Well, getting Chime work to with Zelle gets a bit...

What is Capital Gains Yield CGY: Why It’s Important For Growth-Centric Investing

Michael Ryan
What Exactly Is Capital Gains Yield (CGY)? If you're an investor, you've likely come across the term Capital Gains Yield (CGY). It’s a vital metric...

APY Calculator – Find The Real Return Banks Hide: Understand, Calculate, and Optimize Returns

Michael Ryan
Last fall, a new client, we'll call him David, showed me his savings account statement. He was proud of his 4.5% interest rate but...

Confused? Which Types of College Savings Accounts To Choose From?

Michael Ryan
Did you know that college costs have gone through the roof lately? I'm talking a whopping 25%-30% increase in just ten years! Crazy, right? But...

Book Review: Warren Buffett’s Accounting Book – A Guide to Reading Financial Statements

Michael Ryan
Did you know that the Oracle of Omaha Warren Buffett turned a mere $100,000 into over $100 billion? This incredible feat wasn’t achieved through...

What Is an Immediate Annuity? An Advisor’s 2026 Guide To Avoiding Mistakes

Michael Ryan
I'll never forget a couple, the Flemings who came to my office back in 2009, right after the market crash had decimated their 401(k)'s....
Load more