Is This Market a Chimera?
As we head into the second quarter of 2021, the US Stock Markets Indices are near their all-time highs. Many ask, “How …
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 …
Be Glad Your Investable Assets Don’t Care About Politics
Elections can be nerve-wracking. Add a pandemic, disconnected employment situation, and toss in some civil unrest and it is not surprising that …
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 …