In this month’s edition of “Money Matters,” Scott Oeth talks about how to plan for emergencies—both in your pocketbook and your pantry. Learn more about how you can prepare early and help set your mind at ease if times get tough.
Read MoreIn November 1974, Jim Fullerton, chairman of The Capital Group Companies, Inc., delivered a speech to his investment firm about the market crisis they were facing: COURAGE! He reassured his audience that investors faced harsh conditions repeatedly throughout history. He then encouraged a forward-looking view because markets had always recovered from past crises. It’s a timeless speech we need to remember as we face market volatility.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about impulse purchases: why people succumb to impulse purchases, how to control impulse purchases, and how to avoid spending too much money on impulse purchases.
Read MoreIn 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.
Read MoreIn 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.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about inflation and the best ways to be prepared for a rising cost of living.
Read MoreCryptocurrencies, 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.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about "mental traps" that can cost people money or lead to poor decision making with their finances and financial goals.
Read MoreA 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.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about key factors to consider when deciding whether you should pay off your mortgage debt or invest money in the market.
Read MoreIt’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.
Read MoreIn 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.
Read MoreWhen market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreOne 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.
Read MoreListen as Scott discusses the financial lessons learned in 2020—the year of the pandemic and worldwide economic shutdowns—that investors can use moving forward to achieve their financial goals.
Read MoreGifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
Read MoreListen 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.
Read MoreAs attractive as a Roth IRA conversion may seem, there are many considerations for when to pay the tax on your tax-sheltered retirement account. The big question: When should you pay this tax? Now? Or continue deferring until later? Check out some of the factors everyone should consider before converting to a Roth IRA.
Read MoreA good retirement plan requires solid financial planning, but your retirement years can feel both fulfilling and rejuvenating when you include your passions, skills, and most valued relationships.
Read MoreListen 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.
Read More