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The Housing Market Has Gained $20 Trillion Since 2020 — but Another Investment Still Has It Beat by a Long Shot
MTN Staff on January 14, 2026
Home is where the heart is, but your wallet likes stocks better — and with good reason.
How to Build an Emergency Fund 2.0 for High-Interest Eras
MTN Staff on January 13, 2026
Your old savings strategy is costing you money. Learn how to capitalize on current rates before they vanish.
A Simple Social Security Rule That Could Add $800 to Your Monthly Checks
Stacy Johnson CPA on January 12, 2026
If you miss this rule, you are voluntarily leaving $10,000+ on the table over your lifetime.
The $23,750 ‘Senior Shield’: Are You Leaving Free Money on the Table?
Stacy Johnson CPA on January 12, 2026
A new combination of deductions creates a massive tax-free zone for retiree. Here is the magic number you need to know.
The Dangerous Catch in Jim Cramer’s ‘Radical’ Retirement Formula
MTN Staff on January 6, 2026
The high-decibel CNBC host pitches a strategy that some investors will find hard to swallow.
Suddenly Wealthy? Here’s How to Handle It
Mike Pappis on January 6, 2026
Discover these key considerations for managing a lump sum of money.
Warren Buffett Just Retired, but His Best Investing Lessons Can Still Guide You
MTN Staff on January 6, 2026
The Oracle of Omaha is stepping back, but his timeless principles can still shape your financial future.
The 7 Biggest Money Stories Impacting Seniors in 2025
Stacy Johnson CPA on January 2, 2026
From a disappointing Cost-of-Living Adjustment to the end of high-yield savings accounts, 2025 delivered a complex financial mix for older Americans.
The 11 Biggest Financial News Stories of 2025
Stacy Johnson CPA on January 1, 2026
From the Fed finally blinking on interest rates to a cultural shift toward “loud budgeting,” here are the stories that defined your wallet this year.
Here’s What 5 Experts Say Will Happen to Stocks in 2026
Stacy Johnson CPA on December 31, 2025
From a “Roaring 2020s” melt-up to a cautious capital spending shift, Wall Street’s biggest names have placed their bets for the year ahead.
The January Checklist: 10 Ways to Win 2026 Right Now
MTN Staff on April 2, 2026
These 10 simple tips will put you $9,460 ahead in 2026.
Financial Checklist: 5 Quick, Simple Things Everyone Needs to Do Before Year-End
Stacy Johnson CPA on December 29, 2025
These things are so simple, you can do them all during commercial breaks.
Are Gen X the New Risk-Takers? 5 Investment Approaches They Have Embraced
Kendall Blythe on December 29, 2025
The older generations have abandoned the slow and steady approach. Here’s how.
4 Major Economic Shifts Coming in 2026 (And How to Position Your Money Now)
Stacy Johnson CPA on December 26, 2025
Here’s what Wall Street experts say is going to happen to stocks, gas prices, home prices and interest rates in 2026.
7 High-Demand Industries That Are Still Hiring Like Crazy
Kendall Blythe on December 23, 2025
It’s not all layoffs, doom and gloom. Plan a strategic career move in 2026.
Why Your 2026 Tax Refund Could Be a Blockbuster
Stacy Johnson CPA on December 22, 2025
Here’s how new tax law changes and withholding patterns could deliver an unexpected windfall to your bank account.
These 4 Banks Are Still Offering Close to 5% (But Not for Long)
Stacy Johnson CPA on December 19, 2025
These financial institutions are still paying close to 5% on savings accounts, but this window of opportunity is rapidly closing.
Finding the Right Deferred Sales Trust Company
Contributor on December 19, 2025
A DST enables you to sell an asset now but receive the proceeds over time, thereby deferring capital gains taxes.
3 Reasons I Hate Crypto — and 3 Reasons I Own It Anyway
Stacy Johnson CPA on January 10, 2026
Everything about cryptocurrency makes me cringe. And yet, I own some. Here’s why.
What’s the Best Way to Invest $100,000? Here’s What a CPA Would Do
Chris Kissell on April 6, 2026
Here are some smart strategies for putting six figures to work with little to no risk.
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