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
Category: Financial
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
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest Parents are returning home from dropping their child off at college. It’s a bittersweet experience. Parents are filled
September 11, 2019
Should I Pay Off My Mortgage Now?
To Pay or Not to Pay – that is a dilemma facing many Baby Boomers today. As retirement is approaching, do you pay off the
August 13, 2019
How Much Life Insurance do You Need
It is an important questions when considering life insurance: “How Much Life Insurance do I need?” Watch the video and get help to see how
August 6, 2019
Are you Living Your Life on Purpose?
Are you Living Your Life on Purpose? Once a year, I take a few moments to evaluate ‘How am I doing in life?’ I
July 15, 2019