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…
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…
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 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…
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…
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,…
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