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Thursday, September 12, 2019

Many people talk about inflation. Even though news stories about inflation are common, I would be surprised if many people could give an accurate definition of what it is. So, what exactly is inflation? Put simply, the inflation rate...

Thursday, August 29, 2019

Creating an Emergency Fund is not rocket science, it is simple math. Having an Emergency Fund will help you to stay on track with your personal and financial goals when an emergency happens (because it will).

Thursday, August 15, 2019

Recently, stock prices dropped sharply on fears that the trade dispute between the U.S. and China had escalated. Investors woke to the news on Monday, August 5, that the People’s Bank of China had manipulated its currency,...

Thursday, August 1, 2019

Both have Pros and Cons: Both are great options for retirement saving but neither is a “one size fits all” solution.

Thursday, July 18, 2019

When looking for a financial advisor, one of the first pieces of advice that you will receive is to find someone who is a fiduciary. That is great advice but, what actually is a fiduciary and why is it better if your advisor is one?

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Thursday, July 4, 2019

Planning for the holidays is stressful. Planning early by setting a budget and saving enough to cover it can help you to keep the holidays merry by avoiding financial woes.

Thursday, June 20, 2019

How Can I Protect Myself from Identity Theft? The quick answer is you can’t. That being said, there is a lot that you can do that will make it a lot harder for criminals to steal your identity. So what can you do?

Thursday, June 6, 2019

There is one major life event that we all must face, death. It is a good idea to prepare now while you and your loved ones are clear-headed and are not suffering from the emotional duress of loss.

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...

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...