Running Money®

Forward-Thinking Investors Get Triple-Tax-Advantage from Healthcare Savings Accounts
Jane is a 32-year-old and recently discussed Health Savings Accounts (HSA) with her financial...

We paid for it, where is it?
In 2022, we paid for something, and they keep promising it’s just around the corner; it’s coming,...

Hero of Main St – VLog
What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero. In my...

What is an IRA?
According to the Internal Revenue Service, IRA stands for Individual Retirement Arrangements...

Team Highlight: Mona Hurtado
We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant!