Recap on the CARES Act
The biggest stimulus package to ever be signed into law happened Friday, so I wanted to write a quick recap of some of...
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Do a Portfolio Review!
A traditional stock and bond portfolio has done well over the last decade, but with valuations for US stocks at...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Investing with Purpose
What is the difference between investing and having a financial plan? While investing can be fun and invigorating...
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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...
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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...
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