2019 Year in Review
The turning of the calendar always presents a good time to reflect on the prior year. It gives me a time to slow down and think of where we have been. Given my chosen profession, it’s only logical that one area I like to reflect is what happened in capital markets, which is certainly something our clients care deeply about. Well 2019 didn’t disappoint as it was one heck of a year to end the decade. Let’s take a quick moment to discuss the general investment landscape for the year that was.
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Some Big Changes Coming! Key Points to The SECURE ACT
While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol Hill–probably the largest changes to retirement and college savings in a decade. Effective January 1st, 2020, Congress has passed the Setting Every Community Up For Retirement Enhancement Act of 2019 (The SECURE ACT).
READ MORE...Top 10 Blogs of the Year! {Which was your Favorite?}
It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read them all, you can attest that some certainly were better than others. In the spirit of reflecting, I thought I’d summarize my top 10. Maybe it'll give you an opportunity to catch some of the ones you've missed as you curl up around the fireplace during these cold months ahead.
READ MORE...10 End of Year Planning Tips
I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new toy (which, I’m told is the Little Live Scruff-a-Luvs), I’m giving end of year financial planning advice. There still may be time for you to make some last minute adjustments in order to keep your finances in tip-top shape!
READ MORE...Ghost of Inflation Past, Present, and Future
With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol by none other than Charles Dickens. I’ve always loved to think about things from long ago juxtaposed to where we are today and what the future holds.
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The Fulfillment Challenge
As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets and liabilities.
READ MORE...Dollar Cost Averaging - What is DCA?
You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is. Believe it or not, DCA has been around a long time and I’ve often found it to be a little misunderstood. Therefore, I wanted to take a moment to review DCA--what is it? And, why people do it in the first place?
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