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Things we've been thinking about....Whether it’s an idea from the industry or an emerging trend, we'll share some thoughts here. Please keep checking in, we’re glad to have you reading along.

Friday, October 23, 2020

2020 has been a year unlike any other. Amidst the backdrop of a global pandemic, the whole world has had to adjust to new ways of living, learning and working, all while many uncertainties fill our daily lives, making it hard to plan...

Tuesday, September 29, 2020

Children. The lights of your life. Your greatest (and most expensive) treasures. As a parent, you will do most anything for your kids, wanting to grant their every wish from the moment they’re born. It is in your nature to make...

Friday, September 4, 2020

They say the 40s are the new 30s, and the 50s are the new 40s. And “They”, whoever they are, are so right. After all, you’re active, you may have new freedoms from a suddenly empty nest, and you may be making more...

Monday, August 3, 2020

How to plan in your 30s, 40s, and 50s, so security and comfort is your lifestyle. Like a far-off island on the horizon, retirement seems like a world away. But one day, after working hard for many years to get there, you will arrive on...

Tuesday, July 28, 2020

Staying up to date on your finances and planning for your economic future will undoubtedly bring up some questions. We don’t always know what to do next when it comes to making certain financial choices. In this day and age, what...

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Monday, July 6, 2020

Better days are before us, in that I am fully confident. However, this pandemic has forced many to take extreme financial measures and will continue to have impacts for some time to come. Having a plan to financially recover from these...

Wednesday, June 24, 2020

If you find yourself in need of a new health insurance plan, you’re not alone. In light of the coronavirus pandemic applying for and receiving health insurance may be easier now than before. Health insurance is becoming a bit...

Friday, May 15, 2020

The entire world is experiencing the effects of the coronavirus pandemic, and with those effects comes a variety of human emotions. Many Americans are overcome with fear, understandably, as this virus is unpredictable, unprecedented...

Friday, April 24, 2020

COVID-19, the disease caused by the novel coronavirus, was first observed in Wuhan, China in late 2019. As of this writing, there are 2,682,2251 reported cases in 1851 countries. This virus and the ripple effect are not only spreading...

Friday, April 17, 2020

In the United States today, paying for college is often assumed to be accomplished by taking on student loan debt. According to the Center for Economic Data at the Federal Reserve Bank of New York, total student loan debt at the end of...

Wednesday, March 4, 2020

Is tax season stressing you out? Use these simple tips and tricks to make filing your taxes a little easier and straightforward. Some of these tips may apply to you now, others may apply to you more in the future, but all tax payers...

Friday, January 24, 2020

Key Provisions of the Secure Act The SECURE Act, with the acronym standing for Setting Every Community Up For Retirement, has been signed and stands to be one of the most expansive pieces of retirement legislation passed in the...

Thursday, January 23, 2020

Like most parents, we want our kids to be responsible with money and finances, but when to begin teaching them? We decided that 2019, when they were 8 and 11 was the right time. A University of Cambridge study showed that kids begin to...

Wednesday, November 27, 2019

7 Ways to Update Your Estate Plan for the New Year.png Can you believe it is already December 2019? As you approach the new year, it is time to start thinking about creating or updating or your estate plan. You may look at your estate...

Monday, October 28, 2019

Once you reach age 70½, you must consider how required minimum distributions (RMDs) fit into your retirement withdrawal plan. When you reach this age, the IRS requires you to withdraw a minimum amount each year from all your...

Monday, September 30, 2019

What is going on with the economy? Even a crystal ball does not know the answer to this question. With the rising debt levels and fluctuating markets, knowing how to survive a recession may be a handy tool to have. This may...

Tuesday, September 17, 2019

Weekend Reading- Issue 09/13/2019 Have a cup of coffee and enjoy this issue of Weekend Reading. A collection of articles we found this week and would like to share… Long term care insurance costs are up, why??? https://www.cnbc...

Friday, August 30, 2019

Let’s say you’ve been working for decades and are finally starting to plan what your retirement will look like. If you plan to retire within the next ten years or so, now is the time to start planning. Begin by envisioning...

Friday, August 16, 2019

Have a cup of coffee and enjoy this issue of Weekend Reading. A collection of articles we found this week and would like to share… With the inverted yield curve dominating headlines this week, we kick off with some other factors...

Friday, August 2, 2019

Weekend Reading- Issue 08/02/2019 Have a cup of coffee and enjoy this issue of Weekend Reading. A collection of articles we found this week and would like to share… This week the Fed cut interest rates by ¼ point, there...

Thursday, July 25, 2019

Weekend Reading- Issue 07/26/2019 Have a cup of coffee and enjoy this issue of Weekend Reading. A collection of articles we found this week and would like to share… We’ll kickoff with a few thoughts about talking money...

Friday, July 19, 2019

Have a cup of coffee and enjoy this issue of Weekend Reading. A collection of articles we found this week and would like to share… We’ll kickoff with some tips on what to avoid when saving for retirement https://www.forbes...

Friday, July 12, 2019

Have a cup of coffee and enjoy this first issue of Weekend Reading. A collection of articles we found informative and would like to share…