STRONG ROOTS BLOG Featured April 8, 2025 Offense and Defense in Challenging Markets April 8, 2025 April 8, 2025 February 13, 2025 Asking for a Friend: Should I be concerned about Trade Policies and Tariffs? February 13, 2025 February 13, 2025 January 8, 2025 Asking for a Friend: IRS Letter January 8, 2025 January 8, 2025 December 4, 2024 Understanding CPI and Inflation December 4, 2024 December 4, 2024 November 22, 2024 Bonds 101: A Beginner's Guide November 22, 2024 November 22, 2024 November 6, 2024 Gifting Credit Card Points November 6, 2024 November 6, 2024 October 25, 2024 Tips for the Upcoming Thanksgiving Holiday October 25, 2024 October 25, 2024 October 10, 2024 The Benefits of Hiring a Cleaning Service October 10, 2024 October 10, 2024 June 27, 2024 Paying Bills with Credit Cards to earn Travel Points June 27, 2024 June 27, 2024 June 19, 2024 Asking for a Friend - How often should I look at my tax return? June 19, 2024 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 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 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 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 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 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 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 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 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 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 April 1, 2024 March 25, 2024 Asking for a Friend - I'm trying to teach my daughter about investing - any tips? March 25, 2024 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 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 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 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 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 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 February 12, 2024 February 5, 2024 Asking for a Friend - How do I add a beneficiary to a bank account? February 5, 2024 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 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 January 22, 2024