Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
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Tuesday, November 21, 2023
As we approach the end of another year, we thought it would be helpful to provide a list of opportunities to hopefully help you end 2023 on a financial high note. Tax Loss Harvesting: For those with taxable investments that have an...
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Tuesday, October 17, 2023
According to the Social Security Administration, the 71 million Americans who receive Social Security benefit and Supplemental Security Income (SSI) payments will see an increase of 3.2% next year. This is an average increase of...
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Monday, September 11, 2023
Many investors are likely to see the recent 5% (or higher) yields in short-term instruments like CDs and Money Market funds as too good to pass up. With interest rates near zero for such an extended period of time, the past 12 months...
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Tuesday, August 8, 2023
Last month we talked about some practical summer planning ideas: more nuts and bolts. This month, we look at some aspects of the more touchy-feely side of planning. It’s important to remember, financial planning is not just about...
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Thursday, July 13, 2023
Summer is officially here. While we of course look forward to rest and relaxation during these warmer months, it can also be an ideal time to check on a few important but less urgent planning items. This is especially true if you were...
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