There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but...
After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not seen in more than a decade. The yield on the 10-year Treasury bond has reached 5% for the first...
September 22nd was the last day of summer and the transition to fall is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open enrollment for Medicare starts October 15th. The...
In today’s fast-paced world, the need for quicker, more efficient payment methods has become increasingly essential. The Federal Reserve announced on July 20, 2023 the launch of its instant payment system, the FedNow® Service. Designed to provide faster and...
Corporations bet on themselves by making strategic decisions that are aimed at increasing the company’s value over the long term. This may involve taking calculated risks and investing in new initiatives that have the potential to generate future growth...
This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the (unfortunate) fact. There is something inevitable in any relationship. The end. Relationships, as we know them, come to an end....
Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting together is your financial well-being. When you are putting the first few puzzle pieces in place, it is challenging...
Currently, there are very few places to grow one’s money better than investing in the stock market. And many people who have money to invest are looking for THE top stock pick to get rich, quick! This could be...
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is trending now and deserves our attention. Did someone ever...
With the election just days away and COVID-19 cases still surging globally, you may feel the unrest that goes along with not knowing the future nor being able to control it. They are calling 2020 The Year of Anxiety...