As a financial advisor, many commonly believe I deal with technical or mathematical issues around financial planning, investing, and taxes. While that is true, dealing with the emotional matters that surround money is often just as important as and, in … Continue reading
Appointments will be available again this year to our Medicare-eligible clients. We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not … Continue reading
Chances are you know the difference between a traditional IRA/401k and a Roth. The gist is that contributions to a traditional IRA/401k are pretax but fully taxable upon distribution. Conversely, contributions to a Roth are made after taxes, but distributions … Continue reading
I remember watching the Simpsons when their first episode aired as a Christmas special in 1989. I watched it religiously for years, laughing primarily at and with Homer. A recent article I read triggered a memory of Homer and his … Continue reading
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? Or good news is reported and stocks sell-off?
If you said yes, you’re certainly not alone… Continue reading