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Thursday, May 23, 2019

As a Financial Advisor, I talk to clients about all aspects of their finances, including their mortgage. The question I am often asked is, “Should I pay off my mortgage before I retire?” My answer used to be: “No...

 

Thursday, May 9, 2019

Social Security has been in the news again lately. The 2019 Annual Report of the Board of Trustees revealed that the Social Security trust fund can no longer guarantee full benefits by the year 2035[1]. This is one year later than was...

 

Thursday, April 25, 2019

Whether it’s big or small, growing or declining, living within your wage allows you to live your best life. Ultimately, isn’t that what we are all trying to do?

 

Thursday, April 11, 2019

In life, there are two things that are certain, death and taxes. Even though you can’t avoid paying taxes, you can have some control over when and how much you pay. The government has generously given taxpayers some retirement...

 

Thursday, March 28, 2019

Do you have a son or daughter who is 18 or older? When you were thinking of a birthday present for your newly minted adult child you probably did not consider legal documents but, maybe you should have. Even though you may not consider...

 

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Thursday, March 14, 2019

Tax season is stressful! One of the most important steps in tax preparation can often be the most challenging: gathering all forms and documents. If you received income from someone other than your employer (a bank or financial...

 

Thursday, February 28, 2019

There are two kinds of working people: Those who work because they HAVE to work and those who work because they WANT to work. Most of us aspire to be in the second group. So, how do you get there?

 

Thursday, February 14, 2019

The recent government shutdown brought to light a very real issue that anyone could face at any time. What would you do if you suddenly stopped getting a paycheck and you did not know when you would get another? Fortunately for many...

 

Thursday, January 31, 2019

Good news for retirement account savers. For those making contributions to retirement accounts, the limits have gone up in 2019, something that has not happened since 2013. How it will affect you: 401(k) contribution limit $19,000 up...

 

Monday, December 10, 2018

My Dad always said “Make reversible decisions quickly and make irreversible decisions slowly.” That advice has saved me countless times in my life. Over the past few years, the lottery has had several large jackpots, many...