As part of the recently approved 1.7 trillion-dollar spending bill, Congress has approved a measure known… [Read More]
How Secure Act 2.0 Will Change the Way You Save For Retirement
Market Commentary January 2023
Happy New Year! For many, a new year brings positive thoughts and a sense of hope… [Read More]
Market Commentary October 2022
Highlights: Inflation has hurt stock and bond returns this year. The Federal Reserve (“theFed”) is raising… [Read More]
If We Enter a Recession, What Are the Implications?
These days, “recession” is by far the most frequently uttered word on financial news networks. It’s… [Read More]
The Government Just Forgave Billions in Student Loan Debt. Do You Qualify?
Last week, the White House announced a plan to forgive up to $20,000 of debt relief… [Read More]
Stop Spending Your HSA Dollars
When it comes to medical expenses, the amount we spend each year feels pretty out of… [Read More]
Choosing a Financial Advisor
Full disclosure: I am a financial advisor. I’m also the owner of a firm whose business… [Read More]
Market Commentary July 2022
Highlights: There are few places for investors to hide this year. The sell-off in stocks has… [Read More]
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may… [Read More]
Market Commentary May 2022
Highlights: Inflation has continued climbing, but the growth rate is expected to peak. Concerns of a… [Read More]
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told… [Read More]
Is This a Bad Time to Buy a Home?
If you’re in the market for a new home, you’ve undoubtedly experienced the frustration of what… [Read More]
The Truth About Tax Brackets
How many times have you been warned to be careful about “pushing yourself into the next… [Read More]
Market Commentary February 2022
Highlights: Economic growth continues to be strong since the rebound in Q3 of 2020. Supply chain… [Read More]
Budgets vs. Spending Forensics — Which is Right for You?
Another new year is upon us, and as bizarre and surreal as the last two years… [Read More]