The MDP Blog
Mark Schweiss CFP®, CPA, CFA joined the firm late in 2017. He humored me by answering a few questions so you could learn more about him.
Whether or not to accelerate mortgage payoff is a question that crosses most homeowner’s mind at some point. It’s especially top of mind this time of year as you gather the documents to file your taxes and see how much you paid in interest last year on your mortgage. As I discussed this with a client recently, I thought it might be interesting to share my thoughts with you as well.
A 401k or 403b is a fantastic place to begin building a nest egg, but making the most of the plan can be confusing.
Do you feel guilty any time you spend money? You don't have to live this way.
When you graduated from college, do you remember when old 'friends' who had gotten jobs with insurance companies began trying to set up lunch to 'catch up' with you all of the sudden?
Whether you make $40,000 or $400,000/year, prudently managing your cashflow is the single most important financial thing you can do. You know you should live within your means, but why is it so difficult? Learn how we help our clients finally gain control of their income/spending, while saving them time and stress along the way.
Starting a new job can be a pivotal time in your life. Chances are you are getting to do something that better levers the skills and experiences you’ve built over your career. It’s also a time when you’re likely being rewarded financially for all that hard work. Consider these 4 tips to make sure you’re capitalizing on the momentum of your new role.
If you understand your "why" and reframe the idea of ‘retirement’, financial independence can be closer than you think.
With all the negative press that St. Louis often gets around things like racial divide, a fractured city/county, the departure of the Rams, corporate exits and the like, we should be celebrating the startup revolution happening in our city. This startup culture has the opportunity to change St. Louis’ trajectory.
Switching to a high deductible health insurance plan can save you significant dollars in monthly premiums, but is the higher potential out of pocket worth the monthly savings?