Money Matters: Portfolio Tax Location Optimization

In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.

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Money Matters: Managing Investment Risk

In this month’s edition of “Money Matters,” Scott talks about some of the best ways to manage investment risk to help your financial portfolio withstand the ups and downs of the market.

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Financial Market Forecast: Roaring '20s Revisited?

While there are currently some strong cases for optimism and a new “Roaring Twenties,” inflation and tax increases are financial threats that need to be considered in your financial planning. Learn more about how to approach the financial future, so your portfolio successfully manages the good and the bad.

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Does Cryptocurrency Fit in my Financial Plan?

Cryptocurrencies, including Bitcoin, have been grabbing headlines recently with their soaring returns, but do you need cryptocurrency in your financial plan to achieve your financial goals? Learn more about investing in cryptocurrency before you use your hard-earned money to buy cryptocurrency.

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Wise Use of Credit: Guest Post by A. H. Oeth

A newspaper article by my late grandfather, Arthur Herman Oeth, and published in the Dubuque, Iowa newspaper in the late 1950s holds timeless advice on debt and points to the value of passing on work ethic, financial acumen, and a desire for achievement, which can be a legacy far more valuable and durable than financial assets alone.

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Gates' Law, Willpower, and Wealth Management

It’s important to take a look back on your financial path over the past decade, and it’s even more important to take a hard look at the 10-year road ahead. How would you like life to unfold? Scott discusses a key component to long-term financial success: willpower.

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The Road to Financial Success: The Things You Did Not Do

It is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.

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Money Matters: Market Speculation & Your Portfolio

In this month’s edition of “Money Matters,” Scott explains how mass financial speculation can influence the markets and cause financial volatility, while also discussing which factors to consider before engaging in market or investment speculation.

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Community Investment

One of the things that I appreciate about having my practice with Cahill Financial Advisors is everyone’s dedication to our community. Our Cahill Financial Advisors Community Investment Program focuses on giving back to the community by sharing our time, treasures, and talent.

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Money Matters: Charitable Giving Financial Strategies

Listen as Scott discusses the personal and financial value of charitable giving, as well as the financial strategies used to maximize the benefits of your financial donation—to both you and the organization you choose.

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Money Matters: Retirement Plan Distributions & Taxes

Listen as Scott discusses the recent changes to retirement plan distributions and key factors to consider when thinking about retirement plan distributions, as well as strategies to minimize the taxes owed on those distributions.

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