I don’t like to feed into the media hysteria when it comes to stock market drops. As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy.…
This article reminded me of another reason it’s better to pay for financial advice separately from high cost investments. Front-end loads, 12b-1 fees, and annual expense ratios are not tax deductible. Financial advice such as tax-preparation fees, investment advisory annual…
Below are three retirement savings loopholes that may be here today, gone tomorrow. Tomorrow of course being in 10 years when legislation manages to get passed in our gridlocked government. Don’t panic, but just be aware that just because something…
Even financial planners have a rough time getting Social Security information. I recently tried to log in to my Social Security account and was told that an account couldn’t be created for my Social Security Number. “Please contact us for…
For the first time in US history, consumer spending at restaurants and bars is more than spending at grocery stores. According to the US Census Bureau and Haver Statistics, in March $50.1 billion was spent in grocery stores vs. $50.4…
Do you ever think, “if only I made $X amount per year I wouldn’t worry about money.” Or maybe, “if I had $1million in the bank, I wouldn’t worry about money.” Guess what? It’s not true! According to a MartizCX…
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