
Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?
For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m...
Positive Side of Covid-19: 5 Positives to Covid
During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked...
Unprecedented Times: This is Unprecedented!
These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the...

Did You Miss It?
First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

Coronavirus: The Latest Market Scare
The irony is that just last week I put out a blog on what war does to the markets. When...
How War Affects Stock Markets
Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going...

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...
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...
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...

Is it Time to Refinance?
In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...
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