The only thing I like about this whole Robinhood trading platform is how much it makes me think of my favorite Disney movie, the 1973 animated classic Robin Hood! And who is the bad guy? Watch for a little reminder. What are the social media addicts trading GameStop and AMC Entertainment missing? Yes, the…
No, the title is not a typo. Click here if you need a reminder of a classic tune. Now that you are singing, here are three reasons why summer is a great time to do financial planning. Financial advisors are not under the gun for any tax deadlines (year-end activity, tax filing business)…
When is the best time to plan for a stock market dip? When the stock market is going up. No fancy language today! Just three easy reminders of what to do when you see your account balance take a big hit. Don’t Do Anything Buy More Stocks Call Your Advisor Repeat that 9-word…
Know what one of the best parts of being a financial planner is? Making friends with other fantastic financial planners! Today, I am excited to introduce you to Addie McHale, CFP ® of Moneyfull. Addie is an expert on navigating the individual medical insurance market, among other talents. Read on! Q: People are often…
Kristin Sullivan, owner of Sullivan Financial Planning, also embraces the cautious approach saying, “if you truly need the stability of cash as an emergency fund or for expenses coming up in the next 12 to 18 months, you need to let go of beating inflation as a goal.” “Instead, calculate the smallest amount that needs…
The bad news is, well, there is a lot of bad news. The good news is that when there is a lot of bad news, Americans can be counted on to step up and help each other. Our intentions are good, but are we gifting the best way? Sure, I’ll whip out the credit…
Ultra-low interest rates present a dilemma: Great for borrowers (both companies and individuals), potentially great for the stock market, but terrible for people who need risk free savings for emergencies or retirement income. Unfortunately, if you need your money within 1-2 years to spend, there’s not much I can suggest. No growth is the…
“You could call it business, but it’s really more of interesting ways to look at life in general.” CLICK HERE FOR THE FULL ARTICLE
Much is made of making your permanent home in retirement in a state that has no state income tax. I posit that there are other considerations. First, what are the no-income-tax states? They are Alaska, Tennessee, Wyoming, Florida, New Hampshire, South Dakota, Texas, Washington, and Nevada. Question #1: The MOST important consideration is do…
Ever wonder why Bernie Madoff, perpetrator of the world’s largest Ponzi scheme, didn’t get caught by auditors at the SEC sooner? There were a lot of reasons, but a big one is that he wasn’t even registered as an investment advisor with the SEC. You can’t oversee what you don’t control – or not well.…
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