The Right (and Wrong) Ways to Teach Kids About Money
If you have young children, you know that the responsibility comes with many rewards, but perhaps just as many challenges. We want them...
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All blogs are educational in nature and should not be interpreted as financial advice.
Regulations and laws change frequently and some information may be outdated.
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xennial_lindsay
- Jan 21, 2022
- 3 min
What Raising Interest Rates Really Means
The Federal Reserve has a lot of influence on our economy. I mean A LOT. Their main job is to make policy decisions around setting...
296 views0 comments
xennial_lindsay
- Dec 29, 2021
- 4 min
Important Numbers and Tax News for 2022
As we bid adieu to 2021 and say hello to 2022, let’s review some important tax and congressional updates as well as retirement...
27 views0 comments
xennial_lindsay
- Nov 28, 2021
- 4 min
The Credit Blemish That’s Surprisingly Difficult to Remove
Bankruptcies, Foreclosures, Debt Settlements (e.g., short sale), and Tax Liens can cause some serious damage to your credit score and can...
23 views0 comments
xennial_lindsay
- Oct 22, 2021
- 6 min
Workplace Retirement Plans: Explained
Have you ever looked at one of your 401k statements and tried to decipher what you were looking at? Have you ever received information...
24 views0 comments
xennial_lindsay
- Sep 22, 2021
- 3 min
Inflation Nation: The Silent Killer
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...
28 views0 comments
xennial_lindsay
- Aug 19, 2021
- 4 min
Identity Theft: How Protected Are You?
What do Equifax, Marriott, Yahoo!, and T-Mobile all have in common? You probably guessed it. They have been hacked and had their...
22 views0 comments
xennial_lindsay
- Jul 29, 2021
- 3 min
Lump Sum Millionaire
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...
36 views0 comments
xennial_lindsay
- Jun 24, 2021
- 3 min
Why is Money Important to YOU?
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...
39 views0 comments
xennial_lindsay
- May 27, 2021
- 4 min
A Will or a Trust: Do You Need One or Both?
I receive a lot of questions about Wills and Trusts and why someone might need one versus the other. Like anything in financial planning,...
28 views0 comments
xennial_lindsay
- Apr 22, 2021
- 4 min
Financial Lessons For The Soon-To-Be College Grad
Graduation is once again upon us and soon someone you know such as a son, daughter, sister, brother, niece, or nephew (perhaps even...
33 views0 comments
xennial_lindsay
- Mar 25, 2021
- 3 min
Hiring a Financial Advisor? Do Your Homework.
Choosing a Financial Advisor or Planner (I will use “advisor” for consistency and simplicity) is an important decision and should not be...
45 views0 comments
xennial_lindsay
- Feb 26, 2021
- 4 min
President Biden’s Tax Proposals - What’s In It For YOU?
Much has been written (and said) about President Biden’s proposed tax changes, mainly affecting those with incomes over $400,000. But,...
39 views0 comments
xennial_lindsay
- Jan 26, 2021
- 3 min
Student Loan Update: What You Need to Know
According to the latest statistics, there are over 42 million federal student loan borrowers with total outstanding debt exceeding $1.5...
32 views0 comments
xennial_lindsay
- Dec 24, 2020
- 3 min
My Reflections on 2020 and the New Year Ahead
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...
19 views0 comments
xennial_lindsay
- Nov 25, 2020
- 3 min
Tax Planning Tips and Tricks to Close Out 2020
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...
22 views0 comments
xennial_lindsay
- Sep 24, 2020
- 3 min
Worried About the Election? Don’t Be (In Terms of Your Retirement Anyway)
As November approaches, you may have heard that a presidential election year can affect our investments. Yes, that is true, and over the...
22 views0 comments
xennial_lindsay
- Aug 27, 2020
- 2 min
The Alphabet Soup of Employer Stock
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....
32 views0 comments
xennial_lindsay
- Jul 30, 2020
- 3 min
Interest Rates Are At Historic Lows (Again); Time to Refi?
Well, here we go again. Interest rates are back at near zero. After the housing crisis in 2008, interest rates fell significantly. The...
26 views0 comments
xennial_lindsay
- Jun 25, 2020
- 4 min
The Quick and Dirty on Investments
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...
27 views0 comments
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