2010’s, A Decade in Review

Dec 27, 2019 | Behavioral Finance, Investing

“2010’s, A Decade in Review” As the 2010’s decade draws to a close we thought it important to pause and take a look back at how the financial landscape has changed from 2010 through 2019.  Remember how bleak things looked in 2010 as investors had just come...

SECURE Act Impact on Retirement

Dec 20, 2019 | Retirement

“What the SECURE Act  Means for My Retirement” If you are still following the end-of-year political activity in Washington, you may know that Congress is voting on a spending bill to avoid yet another government shutdown.  The House has already passed the bill...

Year End Financial Considerations

Dec 13, 2019 | Behavioral Finance

“Year End Financial Considerations” It’s crazy to think we are 3 weeks from the end of 2019 but that is reality.  Amidst the Thanksgiving hangover, staying focused at work, and getting Christmas shopping completed, it can be easy to let other areas of your life...

When Should I Re-Finance My Mortgage?

Dec 6, 2019 | Housing

“When Should I Re-Finance My Mortgage?” Everybody loves to save money, and since we are in a period of unprecedentedly low interest rates, the shiny object of refinancing can be an attractive proposition.  But how do you know whether refinancing makes sense for...

3 Weeks of Thankfulness: Week 3

Nov 29, 2019 | Behavioral Finance

“3 Weeks of Thankfulness – Week 3″ If you follow along with our blog on a weekly basis you will know that we have been focusing on the idea of Thankfulness and how it can impact our financial situation.  If you haven’t had a chance to follow along, then...