As we bid adieu to 2021 and say hello to 2022, let’s review some important tax and congressional updates as well as retirement...

Bankruptcies, Foreclosures, Debt Settlements (e.g., short sale), and Tax Liens can cause some serious damage to your credit score and can...

Have you ever looked at one of your 401k statements and tried to decipher what you were looking at? Have you ever received information...

It is difficult lately to turn on the TV or read a news article lately without hearing the word “inflation.” It has been many years...

What do Equifax, Marriott, Yahoo!, and T-Mobile all have in common? You probably guessed it. They have been hacked and had their...

Do you ever dream about winning the lottery? I think many of us have. It’s fun to think about how we might use the money. Would you buy a...

That is the main question Carl Richards asks in his best-selling book, “The One-Page Financial Plan.” It is not a new book, but one I had...

I receive a lot of questions about Wills and Trusts and why someone might need one versus the other. Like anything in financial planning,...

Graduation is once again upon us and soon someone you know such as a son, daughter, sister, brother, niece, or nephew (perhaps even...

Choosing a Financial Advisor or Planner (I will use “advisor” for consistency and simplicity) is an important decision and should not be...

Much has been written (and said) about President Biden’s proposed tax changes, mainly affecting those with incomes over $400,000. But,...

According to the latest statistics, there are over 42 million federal student loan borrowers with total outstanding debt exceeding $1.5...

A new year is upon us and I hope you and your loved ones are safe and in good health. It has been quite a year for all of us. However, I...

As we bid adieu to 2020 (sigh of relief), we must begin to plan for the inevitable: Taxes. This year has been full of changes and no...

As November approaches, you may have heard that a presidential election year can affect our investments. Yes, that is true, and over the...

If you are a highly valued employee, you may have been given an opportunity to “buy into a piece" of the company where you work....

Well, here we go again. Interest rates are back at near zero. After the housing crisis in 2008, interest rates fell significantly. The...

Stocks, Mutual Funds, and Bonds, oh my! Most of us have heard of one or more of these investments. But what are they, exactly? When I...

The word “budget” gets a bad rap. It conjures up thoughts of restriction, poor money management, or even being broke. “I can no longer...

There might be no better time than now to purchase a car or truck. If you are in need of a new (or used) ride, auto manufacturers are...