<strong>Bird In the Hand</strong>
“A bird in the hand is better than two in the bush” is a proverbial saying used to declare the belief that it is better to hold onto something one has that is certain than to risk losing it by trying to get something better that is not certain. Often folks will use such a […]
<strong>COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients</strong>
Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President Biden on Thursday isn’t aimed only at lower-income and middle-class individuals. Advisors say that many upper-middle-class earners and even the mass affluent can potentially qualify for a portion of the tax breaks or direct cash payments. Here’s a cheat sheet […]
<strong>Why Now Is the Time To Hire a Financial Advisor</strong>
Yahoo Finance | February 8, 2021 Whether you’re planning for a life milestone, like purchasing home or retiring, looking to be more strategic about your investments or are just in need of a financial checkup, a financial advisor can be an invaluable resource for you. However, many Americans are hesitant to hire one. “When it […]
<strong>Planning Your Next (Post COVID Lockdown) Vacation</strong>
After more than a year of being cooped up in their homes, many folks are ready to get out of the house. If you are like my family, you’re planning your next vacation and you’re ready to make up for lost time. In this article we will cover the 6 specific questions to ask yourself […]
You Just Received Notice of an Inheritance: What Should You Do?
You’ve just been notified that you are receiving an inheritance. Someone cared enough about you to include you in his or her estate. Maybe it was a parent, an aunt or uncle, a sibling, or a longtime friend. Maybe you were expecting it. Then again, maybe the notice came as a complete surprise. Regardless of […]
<strong>You Just Received Notice of an Inheritance: What Should You Do?</strong>
You’ve just been notified that you are receiving an inheritance. Someone cared enough about you to include you in his or her estate. Maybe it was a parent, an aunt or uncle, a sibling, or a longtime friend. Maybe you were expecting it. Then again, maybe the notice came as a complete surprise. Regardless of […]
Ancient Wisdom of Pharaoh’s Dreams
Every workday I spend 30 minutes reading. This habit developed about 5 years ago after I was introduced to the world of personal development by my good friend Kevin. He’s been a big influence on my life, usually leading me to be a better person by example. I try to read books about topics that […]
When is a good time to convert from an IRA to a Roth?
When is a good time to convert from an IRA to a Roth? An attendee at one of our recent workshops asked us a question about Roth Conversions. Specifically, she asked “when is a good time to convert to a Roth IRA?” In short, the final two months of the year are typically when we […]
<strong>Balanced Approach With Loss Avoidance</strong>
For nearly three decades interest rates have declined. Stock market volatility sent investors fleeing to safety, driving interest rates further south. Americans saving for retirement have been forced to make a choice between historically low interest-rates succumbing to eroding effects of inflation, or risking their money investing in a volatile and unpredictable stock market. Recent […]