Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s the weather, or to be closer to family and friends, and for others, the pandemic is re-shaping where they live if their jobs allow...
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 to know where to start,...
401k, Individual Retirement Account, money, Saving
Financial Planning, Investment Strategies, Retirement Planning
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 a perfect setup for an...
Table of Contents1 Pandemic Relief Acts2 The American Rescue Plan2.1 Benefits of the Plan2.1.1 Stimulus Checks2.1.2 Unemployment Benefits2.1.3 Cobra Healthcare Provision2.1.4 Child Tax Credit2.1.5 Monthly Child Allowance2.1.6 Housing Expenses2.1.7 Student Loans2.1.8 Support for Restaurants, Bars, Schools, and State and Local Governments Pandemic Relief Acts...
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 say to you, “Would you...
fee-only advisor, fee-only financial planner, financial planning, investing, investment management, safe money, stocks
Financial Planning, Investment Strategies, Retirement Planning
Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in the state and potential tax increases for those inheriting homes from their parents or grandparents. For those homeowners thinking of downsizing, or those thinking...