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What is in the 2019 S.E.C.U.R.E. Act?

Submitted by Radix Financial on January 15th, 2020

At the end of last December 2019, Congress passed what has become known as the “Secure Act.”  This is a clever acronym for the full “Setting Every Community Up for Retirement Enhancement” Act.

Tags:
  • IRA
  • Retirement
  • Secure Act
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Avoiding Big Chute Risk

Submitted by Radix Financial on October 31st, 2019

Ask anyone (Family Feud style) to name a board game about money--most will say Monopoly.

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Exploring Underutilized Financial Options for Special Needs Families

Submitted by Radix Financial on August 9th, 2019

Happy August!

I had originally intended to write this newsletter exclusively about special needs planning, a topic near to my heart; but, given the recent volatility in the financial markets, I will address that first (briefly).

Tags:
  • Special Needs Planning
  • Trade War
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Batten Down the Hatches

Submitted by Radix Financial on January 10th, 2019

Happy New Year!

Tags:
  • 2018
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A Budding New Industry

Submitted by Radix Financial on October 15th, 2018

All puns aside, this quarter is the perfect opportunity to explore the cannabis craze from an investment standpoint.  Without getting political, I’ve taken a deep look at the market from a fundamental perspective, and I truly think there is value here.  However, there's a lot of noise in the marketplace right now, lots of “dumb money” pouring into the space, and

Tags:
  • Cannabis
  • Investing
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The Next Generation of Millionaires

Submitted by Radix Financial on July 19th, 2018

 

 

Tags:
  • Cayman Islands
  • Millionaire Next Door
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"Finding Harmoney" with Financial Therapist, Megan Ford

Submitted by Radix Financial on April 3rd, 2018

Tags:
  • couples
  • love
  • Money
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Tax Cuts & Jobs Act of 2017: What it Means for Us

Submitted by Radix Financial on January 14th, 2018

Happy New Year!  

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What is Bitcoin Exactly?

Submitted by Radix Financial on October 22nd, 2017

If you’re like me, you had certainly heard the words “blockchain” and “Bitcoin” before, but until recently had considered it a thing only for tech geeks and anti-government conspiracy theorists.  Then suddenly, Bitcoin blows up and returns a whopping 817% over the last 12 months.  Congratulations geeks, you have my attention.

Tags:
  • Bitcoin
  • Money
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Health Savings Accounts: Fantastic Beasts and Why You Need One

Submitted by Radix Financial on July 9th, 2017

     Obamacare is pretty bad - so bad that many Oklahomans saw marketplace premiums go up by 67% this year.

Tags:
  • Health Savings
  • Retirement
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