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Inflation and the CARES Act Income Cliff
-Four months ago, the CARES Act took unprecedented steps to deal with the impact of the Coronavirus. As July comes…
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Is Now a Good Time to Refinance Your Mortgage?
-One of the questions people ask me most often is whether or not it is a good time to refinance…
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How the CARES Act May Impact You
-On March 27th, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency…
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The Bear Market of 2020: Bottom or Just Catching Its Breath?
-Looking back at the first three months of the year, the number of historical events we have just experienced is…
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5 Investment Tax Mistakes to Avoid
-It has been fifteen years since I started my career as a financial planner. During that time, I have seen…
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3 Ways Coronavirus Could Impact Your Portfolio
-With all the uncertainty lately about the Coronavirus, it is understandable that you may be asking what’s next. Will events…
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Four Year-End Tax Planning Moves
-Around April 15th, I often get the comment that “you must be busy right now with taxes.” If I am…
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How to Make Healthcare a Little More Affordable
-Does it seem like your medical expenses are increasing at a faster rate than your pay? An HSA or FSA…
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Medicare Open Enrollment: A Retiree Healthcare Redo?
-As your life changes, so can your health care needs. Medicare open enrollment can provide an opportunity for you to…
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