STRONG ROOTS BLOG Featured April 8, 2025 Offense and Defense in Challenging Markets April 8, 2025 Read more → April 8, 2025 February 13, 2025 Asking for a Friend: Should I be concerned about Trade Policies and Tariffs? February 13, 2025 Read more → February 13, 2025 January 8, 2025 Asking for a Friend: IRS Letter January 8, 2025 Read more → January 8, 2025 December 4, 2024 Understanding CPI and Inflation December 4, 2024 Read more → December 4, 2024 November 22, 2024 Bonds 101: A Beginner's Guide November 22, 2024 Read more → November 22, 2024 November 6, 2024 Gifting Credit Card Points November 6, 2024 Read more → November 6, 2024 October 25, 2024 Tips for the Upcoming Thanksgiving Holiday October 25, 2024 Read more → October 25, 2024 October 10, 2024 The Benefits of Hiring a Cleaning Service October 10, 2024 Read more → October 10, 2024 June 27, 2024 Paying Bills with Credit Cards to earn Travel Points June 27, 2024 Read more → June 27, 2024 June 19, 2024 Asking for a Friend - How often should I look at my tax return? June 19, 2024 Read more → June 19, 2024 June 10, 2024 Asking for a Friend - I think I am about to come into an inheritance that I didn’t expect so soon. What should I do? June 10, 2024 Read more → June 10, 2024 June 3, 2024 Asking for a Friend - My grandson is graduating from college. I’d like to give him a gift that will start him off on a solid financial path. I think he has student loans. Any advice? June 3, 2024 Read more → June 3, 2024 May 27, 2024 Asking for a Friend - What is the best time to seek the advice of a financial advisor? May 27, 2024 Read more → May 27, 2024 May 20, 2024 Asking for a Friend - My daughter is starting to think about colleges & majors, do you have any advice? May 20, 2024 Read more → May 20, 2024 May 13, 2024 Asking for a Friend - How do I know when to retire? What do I do with my 401K? May 13, 2024 Read more → May 13, 2024 May 6, 2024 Asking for a Friend - I’d like to work until I am 65, when I can qualify for Medicare. What if something happens and I need to stop work earlier? May 6, 2024 Read more → May 6, 2024 April 29, 2024 Asking for a Friend - Can you talk about 401K 20% mandatory tax withholding? Does this also apply to other retirement plans? April 29, 2024 Read more → April 29, 2024 April 24, 2024 Asking for a Friend - My refund for taxes was much lower this year than it has been in the past, did tax rates or brackets change this year? (Copy) April 24, 2024 Read more → April 24, 2024 April 8, 2024 Asking for a Friend - I'm so confused about annuities. I've read they are good and that they are bad, so I don't know if they are right for me. Any tips? April 8, 2024 Read more → April 8, 2024 April 1, 2024 Asking for a Friend - I've been thinking about referring a friend to you - but I don't know how to say to her "I think you need help." Any tips? April 1, 2024 Read more → April 1, 2024 March 25, 2024 Asking for a Friend - I'm trying to teach my daughter about investing - any tips? March 25, 2024 Read more → March 25, 2024 March 18, 2024 Asking for a Friend - I've seen commercials on TV for reverse mortgages, is that something that I should consider? March 18, 2024 Read more → March 18, 2024 March 11, 2024 Asking for a Friend - What is the best way for me to earn extra money without having a side hustle or a 2nd job? March 11, 2024 Read more → March 11, 2024 March 4, 2024 Asking for a Friend - How do I know if I need a LTC policy, and when should I get one? March 4, 2024 Read more → March 4, 2024 February 26, 2024 Asking for a Friend - How do I know if I need to adjust my withholding? And if I should make an adjustment, how do I do it? February 26, 2024 Read more → February 26, 2024 February 19, 2024 Asking for a Friend - My parents currently don’t need any help with their finances, but I am thinking about what happens down the road. Where do I start? February 19, 2024 Read more → February 19, 2024 February 12, 2024 Asking for a Friend - I recently received an offer from my credit card allowing me to divide up a large purchase into monthly payments with no fee or interest charges. Is this a good idea? February 12, 2024 Read more → February 12, 2024 February 5, 2024 Asking for a Friend - How do I add a beneficiary to a bank account? February 5, 2024 Read more → February 5, 2024 January 29, 2024 Asking for a Friend - The stock market just hit an all-time high. Why is my portfolio still worth less than what it was at the end of 2022? January 29, 2024 Read more → January 29, 2024 January 22, 2024 Asking for a Friend - I've spent the last year nailing down my spending plan; what would you recommend I focus on next to improve my financial health? January 22, 2024 Read more → January 22, 2024