Every once in a while, I like to share a few ideas on some topics that are near and dear to me or just things I have some observations about in the world of finance or popular culture. Hopefully it is insightful and informative for everyone who stops by to read.
Daylight Savings – Tips to Spring Forward
The time is here again! Twice a year, we adjust our clocks and disrupt sleeping patterns, work schedules, and the balance of our day.Read More
SECURE Act 2.0: How Will Provisions Impact Your Retirement?
The new SECURE 2.0 Act addresses additional issues related to retirement savings, creating new flexibility and accessibility to help individuals plan for a more secure future.Read More
Income Tax Checklist to Stay on Track
Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible.Read More
Make 2023 Your Best Year Ever
The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do.Read More
5 Tips to Budget Discipline
As we come to the end of the year, many of us may not have had the financial success we were seeking. Check out the 5 tips to budget discpline.Read More
Stop Stalling! Get Started on Your Estate Plan
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started.Read More
Mind Over Markets – A Behavioral Guide to Investing
When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Here's why it is not the time to panic and lose long-term focus.Read More
5 Types of Insurance Your College Student May Need
What are other insurances you may want to consider for your college student while they’re away from home?Read More
September Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.Read More
Should You Use Your Retirement to Pay for College?
You might be eyeing your individual retirement account (“IRA”) for help. Is it worth tapping your IRA to help pay for college? Let’s talk about it!Read More
5 Reasons You Need Life Insurance
The question I often get is how do I determine the appropriate level of life insurance and what should I consider when getting it? Here are 5 reasons why you need life insurance.Read More
3 Tips for the Second Half of 2022
Now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging to know where to start.Read More
Breaking Down the Great Resignation
Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement.Read More
Reminder: FAFSA Filing Deadline
Current or prospective college students who may be eligible for aid and should fill out the Free Application for Federal Student Aid (FAFSA) between October 1 of the prior year and June 30 of the current year.Read More
Weekly Market Insights: Inflation Takes Center Stage
Inflation has taken centerstage in the midst of a volatile market. There are several other factors contributing to the market volatility which has persisted during the first half of the year. Here are a few insights.Read More
Protect Yourself From Cyber Crime
The internet makes it possible for many of us to work from home, to shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with risk and cyber criminals are upping their game.Read More
Weekly Market Insights: Stocks Rally in Changing Landscape
Should Investors Be Worried About Ukraine?
Life Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change.Read More
5 Great Finance Blogs
Our clients frequently ask for helpful online financial resources, so here are five websites we like, starting with the most elementary and working our way up to in-depth financialRead More
Long-term Care Could Save Your Nest Egg
Our retirement assets could be impacted by a long-term care need during our retirement years. The best way to avoid this pitfall is to plan appropriately with the right solutions. We can help with this.Read More
Don’t Shred Those Tax Documents Yet!
It makes sense to understand what documents to keep and which ones to get rid of. During this tax season, take a look at what we suggest once you complete your taxes.Read More
Should You Care About Britney’s Conservatorship Battle?
You may have noticed that Britney Spears’ name has been back in the news over the last few months. While early-aughts culture is certainly experiencing a resurgence in popularity, Britney Spears is making news due to a legal...Read More