The SECURE ACT
Just this past month congress passed the SECURE act, which is one of the biggest rule changes I have seen to retirement...
Read More
Five Year-End Tax Tips
With the end of the year fast approaching, let’s remember that we still have time to save on taxes. Even though we can’t...
Read More
How to Read a Prospectus
We get these thick booklets mailed to us at least annually, and usually they go directly into the recycling bin. Being...
Read More
Protecting Against "Sequence of Returns" Risk
With the summer season ending, children going back to school and days getting shorter it is impossible not to feel the...
Read More
How to Protect Your Personal Data Online
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability...
Read More
Prepare for the Next Market Downturn
With a negative yield curve, trade wars and slowing growth in the economy, a poll showed that majority of business...
Read More
Do you have an Aging Plan?
No one likes to think about getting old, but it’s an eventuality that we cannot escape. Sooner than later we should...
Read More
Investing with Purpose
What is the difference between investing and having a financial plan? While investing can be fun and invigorating,...
Read More
Strategies to Pay Less Tax
As we are now in the thick of tax season, I get asked frequently “how can I pay less in tax?” While you should usually...
Read More
Be Careful When Tidying Up Your Documents
Marie Kondo and her show Tidying Up on Netflix seemed to strike a chord with many people and now everyone is clearing...
Read More
Financial Missteps
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make;...
Read More
Control What You Can
The pain being inflicted by a diversified set of asset classes in 2018 hasn’t been witnessed since Don Mclean’s American...
Read More