It’s a tough conversation. Mom and dad are getting older, and the kids are wondering what changes life may bring in a few years. Handling this conversation with care and grace is possible; the key is to be aware of a few important tips to keep the dialogue going. How …
It seems like a simple, and sensible, question. Also known as “How much should I have saved?” and “Am I ahead or behind?” – it is a question that planners everywhere strive to answer in some way. The real answer, of course, is that there is no single answer. In …
Tax Season is Upon Us! I have been fielding several questions about tax reporting recently, which is no surprise given the time of year. Since most of us only dust off the books and do this activity once a year, a few reminders might help. This is not meant …
Due to the new Tax Cut and Jobs Act, just about everyone will begin feeling a “raise” in their paycheck in the next month. In my experience, saving your raise could be one of the smartest things that you do financially. It may surprise you, but little bits do …
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 …
