Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
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.
Index funds are popular investment tools for good reason. They are low cost, effective ways to capture market return. Choosing to use index funds is only half the battle though; you must use them correctly to truly benefit.
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
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...
My husband and I bought tickets to see the Vikings play their final game of the regular season. We wanted to do something fun during the dark and cold days of January, and we wanted to do it together, without the kids. But...
Are you feeling the pain at the pump? What is driving oil prices higher?
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
