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4 Money Lessons They Should Teach in High School

Oct 18, 2024 | Behavioral Finance, Uncategorized, Weekly Financial Thought

Blog “4 Money Lessons They Should Teach in High School” Growing up in America we are taught many valuable things in high school, but an area that has historically been ignored is personal finance.  While Chemistry is almost always on the curriculum (I haven’t...

Leasing vs. Buying Your Next Car

Oct 11, 2024 | Behavioral Finance, Financial Planning, Uncategorized, Weekly Financial Thought

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 car. If...

Roth IRA Considerations for the High-Income Earner

Oct 4, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought

Blog Roth IRA Considerations for the High-Income Earner   Firstly, I’m amazed we are already in October!  It seems like 2024 just started, but alas we are only 3 months away from entering a new year.  As we think about how quickly time flies, it’s good to...

The Fed Cut Rates…Now What?

Sep 27, 2024 | Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “The Fed Cut Rates…Now What?” Please enjoy this recent article from Pramod Atluri at Capital Group The U.S. Federal Reserve has finally arrived at the rate-cut party. Officials at the central bank lowered interest rates 50 basis points to 4.75% to 5.00%, the...

Stock Markets and Presidential Elections

Sep 13, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “Stock Markets and Presidential Elections” While our post this week might not directly assist you in your quest towards financial independence, it’s still interesting to see how finances can play into so many aspects of our world. If 2024 hasn’t already been...

529’s are no Longer Just for College

Aug 30, 2024 | Financial Planning, Student Loans, Uncategorized, Weekly Financial Thought

Blog 529’s are no Longer Just for College   529 savings plans used to be something you saved in ONLY for future college expenses.  While that still might be the majority of the reason that someone would save money into a 529 plan, it certainly doesn’t tell the...
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