You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
I love finding money. Soon, I’ll be breaking out the shorts from my dresser drawers, and I’m hoping that I left a $20 bill in one of the pockets. It’s unlikely, because I rarely carry cash on me - I can’t miss out on earning travel points! But I do carry cash...
Near the end of 2019, Congress passed the SECURE Act. Its passage impacted quite a few investors who have saved or are saving for retirement. One change is that retirees won’t have to start taking money from their IRAs until age 72. Previously, it was age 70.5....
A little over a year ago, a friend of mine reached out to me to ask - Should she be purchasing a home now? She had been saving up for a down-payment on her first house, so she was paying close attention to what was happening to interest rates. Mortgage rates were...
The presidential campaigns for the 2020 election have officially begun. The first debates for the Democratic party took place on June 26th and 27th, and as expected, the student loan crisis was a big topic of debate. The solution proposed by some candidates is free...
I was recently attending a baby shower with some friends and I ran in to an old friend who I hadn’t seen in probably six or seven years. We did the typical “what’s new, how have you been” small talk, which inevitably leads to the question of what you’re doing in...
Required Minimum Distribution (RMD) Rules If you’ve saved for retirement using a Traditional IRA, you’ve benefited from tax-deferred growth in the account for years, maybe decades. Uncle Sam encouraged you to save for retirement by offering you some tax benefits,...
Author's Note 7/16/2020: It is our understanding that the information below regarding 529 plans is still current, and state legislation has not changed. However, rules can change. Please reach out to us if you are ever unsure of how the rules might apply to your...
A few weeks ago, one of the most influential investors in America passed away. Jack Bogle - the founder of Vanguard and a pioneer of the low-cost index approach to investing – was 89 when he died, and his ideas transformed modern investing, particularly for retail...
A few weeks ago, as I was winding down for bed, I noticed a strange sensation in my chest. I could feel my heart beat, which I thought was quite odd. I checked my pulse, and it seemed like my heart was regularly skipping beats. That was quite unsettling. I didn’t...
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced...
