Our Blog

Filters
Category
Filter By

Disaster Preparedness

September is Month and with fire & hurricane season upon us, it’s important to be prepared for disasters. No one wants to get caught unaware by a storm on the horizon. Last year was the 10th year in a row with at least eight...

Read more
Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

The Importance of Cash

What’s the role of cash in a retirement strategy and portfolio?

IRA vs. Roth IRA

What is the difference between a traditional IRA and a Roth IRA?

Rainy Day Fund

A rainy day fund is a separate savings account that is smaller than your emergency fund.

The Secure Act 2.0

Here is what you need to know about the Secure Act 2.0, RMDs, and how you could be affected.

Spring Cleaning and Financial Organization

This time of year, many people start to organize their homes and messy garages. Now is the time to get...

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

How to Write a Financial Plan: The 30-Minute Financial Plan

Everyone should have a financial plan. With an exception for small children, so we’ll go with teenagers and on up....

5 Steps to Cope With Financial Stress

The ebb of the pandemic is leaving a residue of stress in its wake. Americans’ stress levels are running higher...

What Is the FIRE Movement?

As trends go, the FIRE movement is one of the hottest in personal finance. It’s been popularized by young workers...

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Identity Theft Risk Reduction Practices

Identity theft is typically not a stand-alone crime but, rather, part of another crime such as credit card, bank account,...