It is somehow a week away from Thanksgiving and the end of the year is quickly approaching. It seems that time only gets quicker through the remaining weeks of the year. In light of that, we have recently written about smart year-end money moves, Medicare...
When I realized I was writing this week’s Friday Brief, I was tempted to rewrite the song "12 Days of Christmas" with a financial planning twist. But then I remembered that there are only a few weeks left in 2024, and decided it would probably...
After a long and highly contentious election season, President Trump was declared the winner of the 2024 Presidential election early Wednesday morning. Now that we know who will take office in January, we can expect a lot of prognosticating about how it will impact the...
For those of you who are unaware, the title of this blog is in some way an allusion to a Taylor Swift meme, and I'm honestly not sure I'm even using it correctly. Writing on the internet can be hazardous. I'm not really here to talk...
Medicare plans have much bigger changes for 2025 than they’ve had in recent years. If you are Medicare eligible, this is the time to take a closer look at your plans and make sure they are the best to meet your healthcare needs in 2025....
Data security breaches are becoming increasingly common, and it’s always unsettling when your personal information is compromised. Whether you’ve recently been affected or simply want to stay ahead of potential threats, taking steps to protect your financial information is more important than ever. Here are...
As Fall settles in, many people start to think about their favorite seasonal activities: visiting the State Fair, carving pumpkins, enjoying bonfires, or simply savoring the crisp air. For financial planners, this season also signals the approach of year-end tasks, like required minimum distributions (RMDs)...
A few weeks back I received the following email from a client in his early 40's, which he gave me permission to share: I would like to update (our net worth) if possible...
My wife Amy and I are fairly rabid Formula 1 fans, which is definitely not something I would have had on my marriage bingo card 10 or even 5 years ago. But COVID changed everyone, and one of the ways it changed us was by introducing...
I grew up watching Boy Meets World on ABC’s TGIF lineup like many millennials. One of the show’s promo videos must have included a clip with a scene with the line, “Life’s tough, get a helmet,” with the clearness I can still see it in...
