Blog
‘Financial Tips for Newly Married Couples’
Blog“Financial Tips for Newly Married Couples" Discussing finances is hardly a romantic idea for newly married couples but it is essential for any serious relationship. So many couples stick with their own individual way of managing money, which may or may not...
“Increasing Retirement Success with Small Tweaks”
Blog“Increasing Retirement Success with Small Tweaks” We first published this article in May of 2020, but the reality is that the core topics remain particularly relevant. This past year has seen many people forced into retirement or making decisions on early...
“Preparing for the Non-Financial Side of Retirement”
Have you thought about the non-financial aspects of preparing for retirement?
Who Holds the Student Loan Debt?
Blog “Who Holds the Student Loan Debt?" I really enjoyed reading through this article from Nick Maggiulli at “Of Dollars and Data”. Check it out for this week’s newsletter. Last week, President Biden announced a policy that would forgive $10,000 in...
A Quiet Period Until the Fed Meets Again
Blog“A Quiet Period Until the Fed Meets Again" U.S. stocks struggled for direction this past week as investors awaited clarity from Federal Reserve policymakers on their monetary tightening plans against a backdrop of downbeat economic data. The S&P...
‘SECURE Act 2.0 – What It Means’
Blog“'SECURE Act 2.0 – What It Means" In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some of the changes...
“What’s In the Inflation Reduction Act?”
: “We’ve heard about the inflation reduction act being passed, but what is actually included in the bill? Check out our latest post to find out!”
Social Security and Tax Implications
It’s important to remember that Social Security benefits may be taxable to you in retirement. Check out this information to learn how the taxes might affect your situation.
“Understanding How Dividends Work”
“There is more than meets the eye when it comes to dividend investing. While they have performed well so far in 2022, it’s important to understand how dividend paying stocks actually work.”
‘Leasing vs. Buying your Next Car’
Blog“Leasing vs. Buying Your Next Car” With the used and new car market being an interesting space right now, I thought this article from Eric Roberge at “Beyond Your Hammock” did a great job breaking down the age-old question of leasing vs. buying your next...
“Re-Thinking your Giving with a Donor Advised Fund”
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”
“A Tough Six Months”
“It’s been a tough six months in the market, but this can usually produce some silver linings going forward.”
‘Mid- Year Outlook’
“It’s been a rough start to 2022 for both stocks and bonds. Here is where we see things trending as we look forward to the second half of 2022 and beyond.”
“Steps to Take Outside of Your Portfolio”
“What are steps you can take that are within your control during a market downturn?”
“Financial Thoughts from a Summer Vacation”
“Inflation is real and travel prices have gone up, but it’s important not to wait for “eventually” to create family memories!”
“How to Not Panic”
“It’s easy and understandable to want to panic or move to cash in these markets. Here’s an important and hopefully timely reminder for us all.”
“Getting Financially Organized”
“Getting financially organized might not be easy, but most things worth doing aren’t easy!”
“Realities of Recessions”
: “Recessions are painful. It’s important to keep emotions in check and stay consistent in the midst of all the news coming our way”
Two Pandemic Era Trends are Reversing
“Interest rate increases are starting to reverse trends that took hold during the Pandemic”
‘Your Goals > Stock Market Movements’
Blog"Your Goals > Stock Market Movements" For those who’ve been reading our weekly articles for some time, you might recognize the title. We have re-visited the idea that your personal goals should hold a greater weight than what is happening in the stock...
“Something Commonly Missed in Financial Plans”
“This will never happen to me!” Don’t let that be the case when it comes to thinking about disability insurance.
“Frugality vs. Extravagance”
“Do you lean more towards frugality or extravagance when it comes to your finances?”
“Does it Matter When Booms and Busts Happen?”
Blog “Does it Matter When Booms and Busts Happen?” For my grandparents it was the Great Depression and then an economic boom from the second World War. For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble. For me...
SECURE ACT 2.0
“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”
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