Target Date Funds: Why I'm not a Fan
A growing fad in 401(k) plans is Target Date Funds (TDF). While these funds serve a purpose for those unsure of how to invest their retirement accounts, I almost never recommend them for clients. With this blog, I'd like to educate on a TDF's inner workings (which may shed light on my dislike).
READ MORE...6 Hacks to Automate Your Financial Life
Life can be a little hectic, so I’ve created 6 hacks to help you automate your financial life and get you set you on the right track. I encourage you to try these hacks for yourself and automate like you’ve never automated before.
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The Worst Thing That Ever Happened To Your Portfolio
For years, there's been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.
READ MORE...The 9 Category Guide for Lifelong Spending
“How much should I be allocating to retirement? How much for housing?" We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.
READ MORE...The Secretary for No One: One Woman’s Fascinating Journey through Corporate America
Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.
READ MORE...Advice For Your Children: What To Do With That Early Career Wealth
Many young people need a little guidance and direction as to where they should be focusing their finances. In this blog, we aim to help educate you on how to help your children on their way to success.
READ MORE...The Impossible Task: Guessing Right Twice!
When the markets pull back or have corrections, can you time it right to get out at the top and back in at the bottom? The task at hand isn’t guessing right once; its guessing right TWICE!
READ MORE...To Itemize or Standard Deduct? That is the Question.
Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I recapped the major changes in my blog "what does the new tax plan mean to me." But, a looming question remains: “Do I itemize or standard deduct moving forward?”
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