<strong>Bird In the Hand</strong>

the dollar, america, currency

“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>

puzzle, money, business

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>

polynesia, french polynesia, tahiti

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 […]

<strong>Balanced Approach With Loss Avoidance</strong>

london, underground, train station

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 […]