Aug 28, 2020 | Behavioral Finance, Retirement
Blog “Setting Your Children up for Retirement” For many people, setting their child up for success in the future is one of their responsibilities as a parent or guardian. Setting them up for success comes in many different facets (think life skills, hard-work,...
Aug 20, 2020 | Coronavirus, Housing
Blog “The Coronavirus Housing Boom” If one thing is certain, we have all been spending more time in our homes over the past 6 months compared to the months and years prior. While many sectors of the economy have been negatively impacted from the...
Aug 14, 2020 | Behavioral Finance, Investing
Blog “Why the Dow Jones is not a Great Benchmark” It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s...
Aug 7, 2020 | Behavioral Finance, Retirement
Blog “Gifting Responsibly and Avoiding Taxes” Each year, the IRS sets a limit called the annual gift tax exclusion which determines how much you can “gift” to someone else and avoid paying any taxes. For 2020, that annual exclusion amount is $15,000 (this can...
Jul 31, 2020 | Behavioral Finance, Retirement
Blog “The Importance of a Health Savings Account” If the last few months are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and elderly...
