How the National Debt Affects You
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
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?
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
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.
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.
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
In 2006, the Federal government created an alternate design in the Medicare market to complement supplement plans and stand-alone prescription drug plans. They’re called Medicare Advantage plans. Although the start was a bit rocky, carriers have learned and grown with their plan designs. Here are some of the most talked about design concepts of the Medicare Advantage plans.
A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox.