Year-end Financial Checklist: Five Key Considerations Before Ringing In The New Year
As the countdown to 2024 begins, our mind naturally gravitates toward goals, whether it be personally, professionally, or financially. For many, year-end is a time of reflection. We look back to what’s been achieved thus far and begin setting our sites on new ambitions. It’s also an ideal time to take a temperature of your […]
Five Things to Consider When Choosing a Financial Advisor After Divorce
On the day we say, “I do”, we look lovingly into our partners eyes and think our love will last forever. We secure each other’s wedding ring into place and together embark on a new journey, one that’s filled with hopes and dreams for what’s to come. Unfortunately, not every story has a happy ending […]
Five Ways to Help Your Teenager Begin Planning for Their Financial Future
I remember the good ole’ days when my view of the world was four feet from the ground and a dollar earned after cleaning my room made me feel like a millionaire! As I grew older, that dollar didn’t stretch quite as far, and my teenage eyes yearned for more. It’s this moment in life, […]
Artificial Intelligence in Finance: Knowledge vs. Wisdom
Remember when Artificial Intelligence (AI) was only a dream on the silver screen? We watched in fascination and fear as Hollywood told the story of how AI might change the landscape of our world – robot vs. human, organic vs. machine. While we knew AI would become a reality one day, for years it remained […]
I Qualify for Medicare This Year… Now What?
In the blink of an eye, time passes, and you finally qualify for Medicare this year… A significant mile marker, indeed! Chances are you’re sitting there, head in hand, thinking “Now what?” Up to this point, you’ve likely heard about the alphabet that is Medicare, and you may have even done some homework of your […]
Think there’s no benefit to higher interest rates? Think again.
When we hear that the Federal Reserve is increasing interest rates, thoughts immediately turn to the negative impact on our mortgage rates, credit card debt, and how it will hurt our retirement savings. However, higher interest rates aren’t necessarily all doom and gloom. They can allow for greater earning power for your cash management. Listed […]
Treat Your Wealth Like Your Health
For many, there are two important concerns in life – health and wealth. When it comes to our health, we’re conditioned to get an annual exam, seek the advice of medical specialists, and develop strategies to achieve our healthcare goals, e.g., diet, exercise, medication, and regularly scheduled check-ups. Conversely, when it comes to our wealth, […]
Tax Considerations to Help Reduce Your 2023 Payment to Uncle Sam
For many, tax season has ended and its finally time to relax and forget about taxes until next year, right? Not quite. Contrary to popular belief, the period between January 1st through April 10th is the worst time to begin thinking about ways to reduce your tax liability because, by then, it may be too […]
A Newly Single Woman’s Guide to Selecting the Right Financial Advisor
The unexpected days are the days we never plan for. The times we never thought would come or the days we dared to think about. But divorce and death are real chapters in our stories, and adjusting to life without a partner can feel overwhelming. At this moment, you need a trusted guide, especially when […]
Financial Decisions Made Easy:
Strategies to Build Your Money Confidence
Making sound financial decisions is a critical component of financial success. However, for many, it can be daunting and stressful. The complexities of the financial world may leave you feeling overwhelmed or questioning your ability to make the right decision for you and your family. Never fear! With a little time, effort, and planning, you […]