3/31/25: My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?

3/30/25: For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy?

3/29/25: While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss.