To Refinance or Not…That is the Question
Three Ways to Make Saving Automatic
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Set It and Don’t Forget It
Starting Off on the Right Foot
Teaching Your Kids to be Grateful and Giving
The Two Most Important Questions to Answer When Choosing a Financial Advisor
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
Can You Ever Have Enough?
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Every Investor’s Real Question: “Am I Going to Be Okay?”
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
Planning for Future Healthcare Expenses
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Have You Come to Terms with the Reality of Your Retirement?
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Time to Revisit Your Cash Reserve Fund
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
The Corporate Transparency Act is Here: What you Need to Know
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.