Sarah Mahaffa, CFP®

It is important that you understand and are comfortable with the AI tool’s universe of information and how the AI tool will use your information before you engage.

Is one better than the other? Which one is right for you and your family? This is a highly individualized decision. The right solution for one person might not be ideal for someone else. What are the differences between COBRA and Marketplace health insurance?

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

Individuals with personal or group coverage (not Medicare) may have access to healthcare savings accounts that can be used independently or even paired together to maximize tax benefits.

Automation isn’t just for short-term needs. Many retirement plans allow you to automatically increase your retirement savings by 1% each calendar year. This small adjustment can often go unnoticed, but before long, you will have significantly increased your retirement account without lifting a finger!

Boat, jet ski, and Wave Runner owners typically know they need additional insurance coverage, but they should also understand the terms of their policy.

To qualify as a QCD, the gift must be made directly from an IRA account. Employer plans, such as 401ks or 403bs, aren’t eligible for QCDs, just IRAs.

When it comes to passing down family vacation homes, first-generation owners should talk with family members about the property and find out who is interested in owning it after they're gone. You might be surprised!

Any health diagnosis is typically unexpected and can turn our world upside down. Understanding the financial impact can alleviate anxiety and allow you to focus your energy on the days ahead.

Intra-family loans can be a simple option to help borrowers save on interest expenses and give lenders a yield on funds that may otherwise sit in cash. However, you should also review your financial security before offering to help others.

Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.

Be prepared to pay more upfront when purchasing an electric vehicle. Electric vehicles have historically had a much higher sticker price than gasoline-powered alternatives. But there are some benefits.