Bill Gurnani, MSFS, APMA, MBA

08/01/2024

https://www.wsj.com/personal-finance/retirement/retirement-savings-rules-changes-year-end-555b4465

New rules promote Roth treatment of workers' investments and ease some RMD burdens, among other things.

06/27/2024

https://www.cnbc.com/2024/06/27/using-these-words-can-make-you-more-influential-at-work-experts.html

Incorporating a handful of simple words into your vocabulary can make you more persuasive, according to a Wharton professor, a Harvard study and more.

06/25/2024

https://www.cbsnews.com/news/hidden-expenses-to-watch-for-when-buying-a-home-according-to-experts/

When it comes to the cost of buying a home, your interest rate and payment are only the start.

06/18/2024

https://www.morningstar.com/personal-finance/10-financial-rules-thumb-you-dont-have-follow

Understand your goals so you know which guidelines can (and can’t) help you achieve them.

06/13/2024

https://time.com/personal-finance/article/backdoor-roth-ira/

The backdoor Roth IRA is a technique to allow taxpayers who earn too much to contribute directly to a Roth IRA to still be able to contribute to one using a backdoor approach.

06/12/2024

https://www.cnbc.com/2024/06/12/making-a-plan-to-pay-for-long-term-care-insurance-and-alternatives.html

06/10/2024

https://www.kiplinger.com/personal-finance/travel/clear-vs-tsa-precheck-vs-global-entry

Clear, TSA PreCheck and Global Entry are all competing for your time and money at airports.

06/06/2024

https://www.cnbc.com/2024/05/31/phrases-that-are-often-peoples-last-words-says-doctor-what-we-can-learn.html?&qsearchterm=4%20phrases

People often wait too long to show their love or correct their interpersonal mistakes, says Pulitzer-winning author and oncologist Siddhartha Mukherjee.

05/08/2024

https://fortune.com/2024/04/30/baby-boomers-scam-savings-retirement-tech-support/

Criminals are impersonating technology, banking and government officials to convince victims that foreign hackers have infiltrated their bank accounts.

04/23/2024

https://www.cnbc.com/2024/04/19/many-retirees-dont-delay-social-security-benefits-experts-say-it-pays-to-wait.html

04/10/2024

https://www.investopedia.com/venmo-apple-wallet-digital-money-guide-parents-5220982

A guide for parents on common money apps. Find out why Apple Wallet, Cash App, and children's debit cards stand out among other players such as PayPal and Google Pay.

04/01/2024

There’s still time to reduce your tax bill or boost your refund before the deadline — here’s how