Are You Leaving Your Employer? What do you do with your Retirement Funds?
You are leaving your job for a job with a new employer. Or you are retiring. What do you do with your retirement funds? You
April 23, 2024
Category: Money Matters
IRA Contributions: 4 Rules That May Surprise You
Have you made your IRA contributions for the year? There is still time. Here are 4 rules you want to be aware of when making
March 26, 2024
Avoiding Mistakes in a Divorce
Even in an amiable divorce, emotions can run high. Keeping focused on a path forward, emotionally, mentally and financially is important. A common place for
March 12, 2024
The Most Predicted Recession That Never Was…
85% of economists predicted a recession for 2023 – it was a matter of when – summer or end of the year. What we experienced
January 23, 2024
When Do You Draw from Your Retirement Accounts?
What is the right time to start taking money from your retirement accounts? Congress decided in the SECURE Act 1.0 the age was 72.
July 10, 2023
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
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