Monitoring Your Financial Plan

Monitoring Your Financial Plan

The most important – yet often missed – step of having a financial plan created is implementing the plan.  One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …

2018 Market Outlook

2018 Market Outlook

Where should you invest now?  As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where it has been” (Wayne Gretzky).  What this means is don’t…

tax withholding

How to Choose Your Tax Withholding

At the beginning of every year it is a good idea for workers to update form W-4 Employee’s Withholding Allowance Certificate.  The purpose of the form is to claim the appropriate number of exemptions for the employee’s particular situation so…

New Year Financial Checklist

Your Ultimate New Year Financial Checklist, Ep# 50

Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often but struggle to complete due to the multiple steps involved. Most…

Waste Not Want Not

Waste Not, Want Not

Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…

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We break down some of the most important questions we are asked on a regular basis.

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