How Tax Reform May Impact You, Ep #49
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on the first major tax overhaul in over 30 years, which…
I Received a Windfall – Now What?
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
Social Media and the Fear of Missing Out
The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who may one day become close friends or professional contacts. It…
6 Tips to Increase Your Online Financial Security
In an increasingly digital world, security of personal information remains in the forefront of our concern. Great emphasis should be placed on keeping your information safe and secure when navigating the internet. There are many benefits to conducting business online,…
Why You Should Own Bonds
When one thinks about portfolio diversification, bonds, in addition to US and International equities should be evaluated. An investor may be tempted to overlook bonds altogether given that investing in equities tends to lead to higher overall returns (see Exhibit…
What to Expect When You’re Expecting (to Buy Your First Home)
Owning a home is said to be part of the American Dream. While not for everyone, purchasing and owning a home is equally exciting and intimidating. Many of us have dreamed of the day we are holding the key to…
Student Loan Repayment vs. Retirement Savings
So you’re fresh out of school and looking forward to contributing as a new hire to your firm. During the orientation process they hand you an election form to determine how much you would like to defer to your retirement…
Do You Know How Your Credit Score is Determined?
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the impact of a low score. When I was working as…
What Do Investments and Baseball Have in Common?
The greatest time of year (in my opinion) is upon us. The weather is beginning to warm, the grass is getting greener, and the 30 teams of Major League Baseball have taken the field for the regular season. Baseball has…
