Fighting Elderly Fraud
There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…
Five Things to Know Before Exercising Your Stock Options
The stock market rise has put stock options front and center. Just like in previous booms, companies are trying to attract talented workers by granting them an option to buy company stock at a low price, which workers can sell…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…
Take Control of Your Taxes
With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of the withholding choices each employee chooses at the beginning of…
Why You Should Use a Health Savings Account
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing…
Lessons from The Millionaire Next Door
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong. Unfortunately, one…
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…
What Are You Waiting For?
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in our portfolio but with the stock market near all-time highs,…
Inheritance – 3 Steps to Handle the Details
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…
What a Ski Vacation and Investing Have in Common
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a family ski trip and investing. Here’s what I mean. Advice…
