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Tuesday, June 2, 2026

Brennan McCarthy, CFP® Having a baby changes your finances in ways you feel immediately. If you’ve been tracking through the prior parts of the Expecting Parents series, you understand the importance of planning for major expenses...

Tuesday, May 26, 2026

If the tax code were simply a bill, it would only be one page long. Instead, it is thousands of pages of "if/then" statements. By choosing to grow your family, you have stepped into one of the most incentivized roles in the American...

Tuesday, May 19, 2026

Having a baby changes everything. It changes your budget, your lifestyle, and how you view the world. Most importantly, it changes your priorities and what is most important. That shift demands a hard look at how to protect your...

Monday, May 11, 2026

Minnesota’s new Paid Family Medical Leave (PFML) passed with some controversy last year, but it opened some decent options for new parents in terms of paid leave time. But if you and your spouse are both high earners, here's what you...

Tuesday, May 5, 2026

Every parent agrees that they’d do anything for their child(ren). Most of us spent months researching strollers, car seats, and nursery furniture as soon as we found out a baby is coming. We read every review, compare every model, and...

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Tuesday, April 28, 2026

Imagine writing a $35,000 check to the IRS that you didn’t have to write – and calling it a good financial decision. That is exactly what I’ve seen from some high earners completing Roth Conversions in the same year they earned $300...

Thursday, January 15, 2026

If you’ve welcomed a baby or are expecting one soon, you’re eligible for a free $1,000 for your child from the government; but you need to take steps to claim it. These accounts were created under the One Big Beautiful Bill Act...