Money With Direction Newsletter

Today's tax rates are low by historical standards, and that won't last forever. This month's newsletter breaks down what that means for your retirement accounts, and why Roth deserves a closer look, but not for every dollar.

Interest rates may stay higher for longer, and that can affect more than just your mortgage. This month’s Money With Direction looks at what higher rates could mean for borrowing, cash, bonds, and your overall plan.

Inflation can quietly reduce what your money can buy over time. In this month’s newsletter, we look at how thoughtful planning, cash management, and long-term investing can help families fight back.

This month’s newsletter breaks down one of the most misunderstood tax topics: capital gains. Learn practical strategies, common mistakes to avoid, and planning opportunities that could potentially help you keep more of what you earn. 

Wondering if you’re actually on track for retirement? This month’s newsletter breaks down a simple way to estimate what retirement may take — and the key factors that can impact the plan.

Money moves that future millionaires are happy they made early on including building tax diversification, capital gains and loss harvesting, and taking advantage of low income years to save on taxes.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

How to manage money as a couple, budgeting crisis and tips, and how often should we expect large drawdowns in the market?

2026 Market outlook, alternative investments, and some investing principles.