You’ve probably seen the headlines. I know I have. They have ranged from “Are Cryptocurrencies the Best Investment Opportunity of the Next Decade?” to “Bitcoin – Millennial’s Fake Gold.” Some writers have compared the Bitcoin frenzy to the “Pet Rock” fad of the 1970’s. Others have expounded upon its potential …
The end of the year can be a busy time. Sometimes things slip through the cracks. But I hate to see opportunities missed just because you didn’t realize there was a deadline, or that you had to take action. So! To help you finish up the year strong, here are …
I recently read that the average American changes jobs 10 to 15 times over the course of his or her career (BLS Study). That’s quite a few changes to navigate! I often hear misconceptions about what to do with an employer-sponsored retirement plan after you leave a job. Let’s myth-bust …
Many consumers have been alarmed recently to learn that Equifax, one of the three major credit reporting agencies in the US, suffered a data breach between mid-May and July 2017. Personally sensitive information of virtually anyone with a credit history was exposed, including names, Social Security numbers, birth dates, addresses …
Ah, budgeting. For many people, the term “budget” is synonymous with “diet” – a term that is as important as it is uncomfortable. But, just like dieting, the benefits that can be achieved by using this not-so-exciting tool should outweigh the initial discomfort. Being mindful of where your money is …
During this season of summer blockbuster movies, do you ever wish that you could fly into a daunting situation, save the day, solve the problem, be lauded as a hero, and fly off again with the crowd cheering? How about doing this for yourself and your family on your very …
Are you traveling this summer? Anticipating a vacation can be lots of fun… whether you stay close to home or venture far away, thinking about where you will go and what you will do should fill you with expectation and delight. After all, this is your time. The same could …
The regulatory environment in the financial services industry continues to change, and it’s been interesting to watch lately! If you didn’t know, the Department of Labor (DOL) new Fiduciary Ruling is set to take effect this week, on June 9th. Originally created under the Obama administration, the rule has been …
There were so many useful ideas presented at the Inside Retirement Conference in Dallas this year. I’ll be working some of these thoughts into future articles; but for today, I wanted to highlight the “top 3 tips” for successful retirement which I gained from the Conference. I feel that these …
What happens when someone dies? This question has come up recently, and it’s an important one. On the one hand, there are important options you may have if you become an inheritor or an executor for the estate of a loved one. On the other hand, there are simple things …
