Enhance Today | Enrich Tomorrow
It is a New Year and time to give your finances a personal checkup! See the list of ways to check your financial vital signs below that should be done at the beginning of each year: 1. Set Financial…
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes…
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the takeaways we gleaned from some of the top minds…
Are you still finishing up your Christmas shopping? If so, we’ve compiled a list of books our advisors read throughout the year that would make great gifts this holiday season.
Behavioral finance biases can make or break your journey to building wealth. The truth at the heart of behavioral finance is the fact that we are not rational decision-makers when it comes to our money. The following five psychological and…
For 2023, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…
The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their tax returns each spring. As such, they may charge interest…
So many conversations today are tied to the news. Everyone is talking about the troubled economy, inflation, and the tumbling stock market. How should you change your investments in light of all these issues? You may be wondering if you…
If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…
After endless procrastination, you and your spouse finally decide to hire an attorney to help with estate planning. You discover Frankenstein and Elvira, PLLC through a popular search engine. The reviews are mostly positive, especially as it relates to their…
