The Finish Line or the Starting Gate? August Recap and September Outlook As summer ends and...
Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
August Market Commentary Too Late, Again?
August Market Commentary Too Late, Again? July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is holding off...
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Getting to Know Cryptocurrency
Cryptocurrency is a digital or virtual currency that uses cryptography for security. It operates on a decentralized network, meaning that it's not controlled by a central authority like a government or a bank. Instead, transactions are recorded on a public ledger...
April Market Commentary – All’s Well That Ends Well? Not So Fast…
March recap and April Outlook Equity markets, using the S&P 500 index return as a proxy, at first glance appear to have shrugged off the mid-month drama of multiple domestic, regional bank failures and the forced sale of a massive Swiss bank. Attention was...
Financial Literacy Month: Common Sense Money Rules to Up Your Financial Management
Financial Literacy Month: Common Sense Money Rules to Up Your Financial Management Financial literacy month is a time when we remind ourselves to learn as much about keeping money as we do making it. April is Financial Literacy month in the US, so designated by a US...
Inflation, Interest Rates, and Your Money
Over the last several months, we've all seen the price of goods and services increase at a dramatic rate. That has a direct impact on our spending and savings goals when every trip to the grocery store or gas station is significantly more expensive, even over a short...
The Top 12 Credit Card Mistakes People Make
The Top 12 Credit Card Mistakes People It’s all too easy to make financial mistakes when you have your first credit card. If you don’t know how to preserve your financial standing and your credit score, it can be easy to fall into trouble. Millions of people every...
Understanding Retirement Readiness
Tips to Help You File Your Taxes Like a Pro
First - Here are Important tax dates to remember Tax season is filled with dates and deadlines, but here are some you should definitely keep in mind: January 2023 marks the beginning of the 2022 tax season. This is when the IRS will start accepting and processing...
3 Personal Finance Rules to Know
First - Use a simple budgeting method like the 50/30/20 rule. There are a few variations of this rule, but it's designed to make the budgeting process easy. Take your after tax monthly income and divide into 3 simple categories: 50% for needs 30% for wants 20% for...
Tips for Retiring in a Volatile Market
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. Here are a few tips to help you keep your plan on track and...
Retiring in a Volatile Market: Control What You Can
Retiring in a Volatile Market: Control What You Can With contributions from Mark Essenfeld, CFP®, AIF® Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be...