Financial Certifications Explained
The finance industry (like the medical profession) is rife with people who have a string of acronyms after their name. Are more …
What is a Qualified Charitable Contribution?
During the calendar year that you reach the age of 72, you have to start taking required minimum distributions (RMD’s) from your …
Go Figure!
Despite the global pandemic, a serious recession, civil unrest and political upheaval, the financial markets are at record highs. The word “unprecedented” …
The Argument Against Complexity
I’m sure that most people have heard of the KISS principle, Keep It Simple, Stupid. It is a mantra that can help …
Pay Yourself First
With the removal of defined benefit retirement plans and the increased focus on 401k’s as the primary vehicle for retirement savings, it …
Have you reviewed your W-4 lately?
When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources …
So you would like to be rich
Ah, wouldn’t we all? Perhaps you can win the lottery? Or maybe you can marry into a wealthy family? How about a …
So you have received an inheritance or other windfall
Lucky you! Now, what to do? You are young and find that you can enjoy your windfall starting today or invest for …
So, you would like to retire with security and dignity.
Your first step is to develop a plan. Seek the help of a professional financial planner, if necessary (recommended). Your plan should …
There are decades where nothing happens, and weeks where decades happen…
The pandemic continues. We are monitoring the economic numbers and are staggered by the lack of concern in the financial markets. In …