Financial Spring Cleaning
The calendar says it’s spring, yet the weather says differently. While there is inclement weather, consider a financial ‘spring cleaning’. Are you on track for
April 5, 2023
Category: Money Matters
Don’t Get Trapped! Secure Act Changes the Rules.
Who is your beneficiary for your retirement accounts? Are you leaving them a ticking time bomb? In this blog we will look at the SECURE
February 21, 2023
Do You Wonder Why Housing Prices Keep Going Up?
Listen to my favorite economist and find out why.
April 29, 2021
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest How to Thrive in an Empty Nest Parents are returning home from dropping their child off at
January 6, 2021
Case For Cash in Your Portfolio
When the bull market is going strong, it’s hard to be in cash when it is earning 1-2%. Until that bull market turns into a
May 7, 2020
Did Tax Reform Change Your Giving?
Did Tax Reform Change Your Giving? Tax Reform in 2017 raised the standard deduction to $12,000 and $24,000 for singles and married filing joint.
December 19, 2019
Can Capital Gains Push You into a Higher Tax Bracket?
Can Capital Gains Push You into a Higher Tax Bracket? Making Money on your money sounds great until you have to pay taxes. The
November 19, 2019
Slow Down a Hacker: Use Two-factor Authentication Guide
Slow Down a Hacker: Use Two-factor Authentication Guide Two-factor authentication (sometimes called two-step verification) is an extra security measure you can place on
October 9, 2019
Medicare and HSAs Don’t Mix
Medicare and HSAs Don’t Mix Health Savings Accounts (HSAs) are designed to have a triple tax benefit. Contributions are tax deductible. Assets in an
October 1, 2019
Can you benefit from a Health Savings Account?
Can you benefit from a Health Savings Account? Health Savings Accounts (HSA) are designed for a triple tax benefit. 1. Contributions
September 24, 2019