Remember that icebreaker game, Three Truths and a Lie? You give 4 facts about yourself and the group guesses which one is the lie? I am a horrible liar (good news for those of you who are my clients!) and…
We are into the misery of winter now. Short, cold days, runny noses, and lumpy sweaters make you long for a beach vacation. But what if you could put that vacation money to use in your investments? What kind of…
After being stuck in the Senate for over 6 months (thanks, as usual, Ted Cruz!), the Setting Every Citizen Up for Retirement Security, aka the SECURE act, was finally signed into law at the end of 2019. What does…
Yes, a recent blog was just making fun of New Year’s Resolutions. But the new year does feel like a good time to embark on fresh starts, be it health, relationships, or money. I can only help with one. …
Ah, the New Year. Time to start fresh and do all the things you meant to do last year. If one of your promises is to laugh more (a good vow if ever there was one) look no further than…
Just a quick reminder for those of you aged 70 ½ and over who are also charitably inclined: There is no better way to gift from a tax standpoint than directly out of your Traditional IRA. Why? Money that comes…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
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Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
