Bonus Blog Part 2: The Fulfillment or Happiness Spend
I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation, and bonus amount, there may not be much leftover for the happiness or fulfillment categories. While financial security is important, so is fulfillment. Therefore, with those remaining dollars, let’s talk about ways I’ve seen individuals spend their bonus to increase their happiness.
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4th Quarter 2019 Market Commentary Video
Diversified CIO Mike Horwath provides insight into the 4th quarter 2019 market commentary in this informational video.
READ MORE...Bonus Blog Part 1: The Practical
A new year is upon us and you know what that means? Bonus time! I’ve found most of my clients get their big cash infusion somewhere between January and March. In many cases, these bonuses (from the hard work you and your team have done) can lead to a significant amount of dollars.
READ MORE...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!
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