Should I use a Password Manager?
September 9, 2021
Being current on cyber security issues is difficult which is why I subscribe to Savvy Cybersecurity newsletter authored by Sean Bailey and Devin Kropp. This
Blog: Invest in You
What type of Retirement Personality are You?
July 13, 2021
You have been dreaming of the day you can retire. Now you are here- the last day of work. What does tomorrow look like? The
Hack-Proof Your 401(k) Account
May 20, 2021
Americans hold over $20 trillion in 401(k)s and other retirement accounts—yet federal safeguards to protect these accounts from theft are lacking. Cyber thieves have begun
What I Learned from my Mom about Money
May 7, 2021
Our childhood memories around money form many of our attitudes about money today. Some may be positive experiences like vacations. Or “staycations” when money
Do You Wonder Why Housing Prices Keep Going Up?
April 29, 2021
Listen to my favorite economist and find out why.
10 Red Flags that Could Trigger an IRS Audit
April 15, 2021
Did you file your taxes? Do you know what your chances are of getting audited? The probability of getting audited by the Internal Revenue Service
Phone Scams Aren’t Dead: This happened to us. How to protect yourself.
April 1, 2021
While many think of cybersecurity and picture computers and complicated code, the truth is many scams still rely on human connection and fear. Countless scams
To Roth…or Not to Roth
March 18, 2021
“The stock market is down right now. Is this a good time to do a Roth conversion?” This was a regular question from clients in
Entanglement of Taxes With Your Retirement
March 4, 2021
Retirement planning and tax planning are intertwined. A retiree may have several buckets to draw money from for their living expenses. While the money from
Don’t Get Tripped Up in Retirement
February 9, 2021
If retirement is supposed to be the best years of your life, the golden years, why has the divorce rate more than doubled for those