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...
What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...
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