Nov 2, 2023 | Issues that effect todays Market, Weekly Financial Thought
Blog “Complacency in the US Economy” How bad or good is the US economy right now? Why is it that good news seems to create negative reactions in the stock market? Are we spoiled from the recent low interest rate...
Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
Oct 13, 2023 | Health Care, Medical Expenses, Uncategorized, Weekly Financial Thought
Blog Can you Save Too Much in a Health Savings Account? Health Savings Accounts are not spoken about nearly as much as they should be. For individuals and families currently enrolled in a High Deductible Health Plan, the HSA is an incredibly tax...
Sep 29, 2023 | Behavioral Finance, Financial Planning, Weekly Financial Thought
Blog “Year-end Tax Planning” As the calendar year winds down, it’s the perfect time to think about your finances and make strategic moves to reduce your tax bill. Here are some straightforward year-end tax planning ideas that many should consider well...
Sep 15, 2023 | Financial Planning, Housing, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “House Rich but Cash Poor” If you are like many other Americans who have owned a house over the past ten years, you’ve seen very nice appreciation and therefore equity build-up in your home. While this shows up on a Net Worth statement, it oftentimes...
