Say It to My Face Do you ever wonder what people will say about you at your funeral? More importantly, do you wonder what they […]
Weathering Financial Storms A hurricane is coming. Outside the wind is swirling and the rain is coming down. Schools are closed tomorrow, and […]
Planning to the Finish Line Personal financial planning and running have a lot in common. To be successful at both, one definitely needs a roadmap: […]
Enjoying the Christmas Noise, Noise, Noise! Merry Christmas and a “Ho, Ho, Ho” to you. As the years have passed, my head has grown bald, my […]
Wage Increases? The Good, The Bad and The Ugly Ever since the federal minimum wage was established in 1938 at 25 cents per hour, the issue of whether it is […]
Reviewing your investment portfolio In the past weeks, we have seen some wild fluctuations in the stock market. Oil prices briefly dropping to negatives, […]
Traditional vs. Roth IRA – which is best? Clients often ask us whether they should contribute each year to a Roth— either a Roth IRA or a Roth […]
The SECURE Act: how it affects retirement plans The SECURE ACT, which passed the House and Senate, was signed into law by President Trump on December 20, 2019. […]
What is loss-aversion bias? Here’s some examples to help explain what loss-aversion bias is; chances are, you’ve experienced one of the following scenarios at […]