As a Wealth Advisor, I've reviewed hundreds of client tax returns over the years. Unfortunately, even as tax prep software evolves, several common mistakes prevail and every year I catch a few. So how can you avoid these common (and costly) errors?... Read More
What would you do if you discovered that your spouse had a secret credit card and that he/she racked up over $30,000 in charges? Money problems are often cited as a leading reason for divorce. Let's explore one money problem in particular—financial infidelity.... Read More
As a financial planner, I work primarily with early and mid-career professionals. So, as you can imagine, I field many questions from my clients. But, believe it or not, there are two repeat questions I receive that tell me everything I need to know about a person’s mindset.... Read More
You have probably heard a tragic story about someone who pinched pennies to save for retirement, only to have their life cut short before enjoying the fruits of their labor. As my grandma says, "Everything in moderation," but how do you find the right balance between enjoying your today and investing for your tomorrow?... Read More
If you retire early (before age 59 ½) and take funds from a retirement account, you could pay a 10% penalty! However, there’s a way around that penalty using a Roth IRA. You just need to count to five.... Read More
Preparing for retirement is an exciting yet nerve-racking time. It takes years of preparation, planning, and execution to pull it off. But before putting in your two-week notice, there are three numbe... Read More
Are you a goal setter? If not, it’s time to start daydreaming. What do you want your life to look like in five years…or in 25 years? A Harvard Business study found a direct correlation between goal se... Read More
Marriage is the blending of two lives. You share living space, life goals, and maybe a name, but there is more than meets the eye when it comes to your finances. If you, or someone you know, are rece... Read More
Many people are “winging it” when it comes to financial planning. The fear of making the wrong choice of advisor or being "sold" investments can be paralyzing. Unfortunately, the consequences of not h... Read More
Several sources suggest that Baby Boomers hold over 50% of the nation's wealth. In 2021, that generation will be between the ages of 57 and 75, setting up what has been named "The Great Wealth Transfe... Read More
