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Financial tips

One Easy Change Leads to Big Results
July 9, 2017

What’s your retirement dream? Many people want to move to a dream location in retirement, or at least travel frequently. Most have some activities in mind, or want to spend more time with family and friends. But the most common retirement dream is probably something fairly simple. It’s not glamorous…

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What to Do When Your Spouse Passes Away
May 22, 2017

When we say “til death do us part”, most of us aren’t really thinking about the marriage ending that way. We’re looking forward to decades of happiness together. But of course, the unfortunate reality is that very few married couples pass away at the same time. In all likelihood, one…

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Are You Prepared for an Emergency?
May 15, 2017

As financial planners, much of our focus falls upon preparing for retirement. But what about financial emergencies? Unexpected situations can happen to anyone, and can take a drastic toll on your financial well-being. You might even feel tempted to take on massive credit card debt during this time, or raid…

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4 Dangers of Accumulating Wealth
May 8, 2017

Generally, when we think about accumulating wealth, we view that as a good thing. Who doesn’t want a nice, comfortable nest egg? But as with all things in life, there is a downside to having a healthy bank balance. Yes, really! You can overestimate yourself. If you do manage to…

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3 Ways to Lower Next Year’s Tax Burden
May 1, 2017

Now that Tax Day has come and gone, most of us are breathing a sigh of relief. Filing your income taxes is never much fun, but at least it’s over – for now. Naturally, you’ll be picking up that pen and calculator, or signing into your online tax software, next…

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Changing Jobs? What About Your Retirement Account?
March 13, 2017

You might have watched your parents or grandparents retire after a long career with a single company. But these days, it’s rare for workers to stay put for twenty, thirty, or more years. We tend to change jobs, seeking upward mobility in our careers, or because we want (or need)…

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Avoid These Five Tax Mistakes
February 27, 2017

Income tax audits are rare, but most of us definitely want to avoid them. Even if you’ve done nothing “wrong”, the scrutiny can be nerve-wracking and uncomfortable. Luckily, most IRS audits are not random, and are triggered by one of these five common factors. Avoid them, and you lower (but…

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4 “Savings” Opportunities That Might Not Save You Money
February 20, 2017

If you’re like most people, you always appreciate an opportunity to save money. You might even be actively looking for ways to save, so that you can stash more money in your retirement fund. That’s good thinking! Unfortunately, some common “savings” opportunities don’t really save you any money at all….

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How Will the Fed’s Rate Hike Affect You?
January 3, 2017

From the financial crisis of 2008, and over the course of the Great Recession, interest rates remained historically low. Then, we all waited in anticipation as the Fed discussed raising rates in response to an improving economy. Finally, a rate hike was issued in December 2015, and then again just…

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Are You Considering a Career Change?
December 19, 2016

These days, it’s rare to meet someone who has stayed with the same employer for decades. We tend to look for new opportunities, either for better pay and benefits, or to build a more personally satisfying career. And of course, sometimes change is inevitable when downsizing or job loss forces…

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