Tuesday, August 15, 2023

Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate...

Monday, August 7, 2023

On August 1, Fitch Ratings—one of the top three international credit rating agencies—downgraded its credit rating for the U.S. government from AAA to AA+, and although this may seem like bad news for U.S. markets, this...

Friday, January 27, 2023

Yield curves have been mentioned many times over the years in financial news as an important economic indicator. Here is a helpful and informative article from PGIM Investments explaining the topic.

Wednesday, January 11, 2023

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). SECURE 2.0 is intended to...

Friday, July 29, 2022

Is there a straightforward definition of recession? Unfortunately, when you leave it to a group of economists you’re going to find some differences of opinion. For instance, one common definition of a recession is two...

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Friday, July 15, 2022

Over the last few months a few of my clients have asked about I Bonds. While this has only been a small number of clients, I know these have gotten some attention in the media and I thought there may be others who are curious and...

Tuesday, May 10, 2022

The current market volatility, and the decisions we all can make in times like this, brought this statement to my mind: Don’t just do something, sit there.

Thursday, March 31, 2022

Whether you need life insurance depends partly on your stage of life. Here’s a look at how your phase of life affects your life insurance needs

Monday, March 28, 2022

Roth 401(k) plans are great savings opportunities for many people. The following questions and answers will help you decide if Roth 401(k) contributions are right for you.

Friday, September 24, 2021

You may be eligible to take advantage of a tax deferral strategy called Net Unrealized Appreciation (NUA).

Friday, September 3, 2021

Choosing to retire is a big decision and there are often a number of different ways to craft it. Retiring sooner can mean deciding what is important to you and adjusting accordingly.

Monday, June 7, 2021

Donor-advised funds can provide the perfect solution to generate tax savings while also accomplishing philanthropic goals.

Thursday, May 20, 2021

Does it matter where you access money for a specific goal? The answer is YES! Introducing the tax control triangle. Learn more now.

Thursday, May 6, 2021

Does the work you are doing around your financial goals involve plan, intention and balance? These are three crucial themes for financial planning. Read more on a recent interaction with a client with this trifecta in mind.

Monday, April 19, 2021

While it can be hugely beneficial to have company stock, if you are not careful, you may build up a significant concentration. And a concentration of one stock can cause increased risk. So, what to do? Find out here.

Friday, January 22, 2021

Many signs point to a rebound for travel in 2021. And since we have all had plenty of time to dream, what are the top destinations on your travel list?

Friday, January 8, 2021

While many people make a new year’s resolution to get physically fit, this is also a great time to look at becoming more financially fit. If your financial health is not where you want it to be, consider these six tips to improve your...

Monday, December 28, 2020

2020 has certainly been a difficult year for many people around the world. Millions have been sickened by the COVID-19 virus, laid off from work and are feeling financially strained. But as hard as it has been, there are still some...

Tuesday, December 15, 2020

Wondering if you’re best prepared for the upcoming giving season? Before you know it, the holidays will be here and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few...

Monday, July 1, 2019

The combination of excitement and anxiety is very common during a time of transition. So are the butterflies we all feel. Learn how a holistic plan has helped others during these times in my latest article.

Wednesday, June 5, 2019

One size does not fit “most.” Those shirts you see at Nordstrom take many steps to show up on the shelf. So does a tailored financial plan. Uncover the hidden steps that go into creating both in my latest article.

Thursday, May 9, 2019

The topic of investment philosophy surfaces with every client in our initial meetings and is revisited throughout the relationship. My investment philosophy centers on a number of factors such as risk tolerance, investment mix and...

Tuesday, April 9, 2019

April is National Financial Literacy month, and as a financial planner, I look for opportunities to teach the next generation basic financial skills. One of the concepts that I share with the students is one that I cover with all of our...