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What’s on my mind? That's a scary thought...but you can read about it on my blog. Whether it’s investment related, current issues or thoughts from some of you...you can read about it here. And once in a while, I may throw in a movie review or something unexpected. So check in from time to time.

 

Tuesday, October 3, 2017

The recent breach of personal information from the credit monitoring agency Equifax has left nearly 150 million Americans vulnerable to cyber criminals. The CEO of Equifax resigned and will be appearing before congress to testify about...

 

Tuesday, September 26, 2017

Hello All,With Healthcare in the news yet again, I thought this would be a good time to share an article that explains some important facts about Medicare and how it will affect you in retirement. Regardless of your income or health...

 

Tuesday, September 19, 2017

As I am sure many of you have heard in the news, the credit reporting agency Equifax suffered a breach which led to the personal information of 143 million Americans being leaked. People’s names, social security numbers, birth...

 

Tuesday, September 5, 2017

It’s Hurricane Season! In the wake of the destruction caused in Texas by Hurricane Harvey and with Hurricane Irma on the horizon, I wanted to share some great ways that you can donate to provide relief to the victims of these...

 

Tuesday, August 29, 2017

Military families face unique challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, making personal finance even more critical. The first step…understand what’s available...

 

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Tuesday, August 15, 2017

In today’s world we see more and more non-traditional relationships. Many times these relationships are young people who just decide not to marry. These types of non-traditional relationships have unintended issues such as...

 

Tuesday, August 8, 2017

A good advisor can give a lot of security and comfort when it comes to your financial future, unfortunately some advisors do not have your best interests at heart. Here are a few quick and easy tips to protect yourself from...

 

Tuesday, July 25, 2017

Estate Planning can be an unpleasant thought for all of us, but it’s about much more than The Benjamins! By taking the right steps, you can ensure that your wishes can be easily understood and carried out. Here are some items to...

 

Monday, July 17, 2017

As the debate over healthcare continues in Washington it is important to remember that no matter what the government ultimately chooses to do, health care will be a significant cost to all people during retirement. One option available...

 

Tuesday, July 11, 2017

Social Security has been a consistent source of retirement income since it was established in 1935. We all have some idea of how it functions, but here are some facts you might not have been aware of:

 

Thursday, July 6, 2017

There is no question that we live in a world of rapidly evolving industries. As such, the jobs available in the market are demanding skills that the current labor market is struggling to keep pace with. Many Americans are feeling left...

 

Tuesday, June 27, 2017

The concept of a traditional retirement is certainly at risk for most Americans. Healthcare costs continue to rise, on average most Americans save too little, large companies continue to shed older employees, and we are all living...

 

Tuesday, June 20, 2017

As many of you may know Adam West died this month. I’m not aware of the circumstances of his death but if he required custodial care at the end of his life I’m sure Robin would have said, “Holy cow Batman!” The...

 

Tuesday, June 20, 2017

Good Afternoon, As we move forward this year, I wanted to share a helpful reference sheet from Putnam regarding Ten Income and Estate Tax Planning Strategies that you should think about for 2017. Some ideas you may want to consider:...

 

Tuesday, June 13, 2017

When thinking about estate planning, the word “children” can be more nuanced than one might realize. The phrase, “my children” may appear to be an obvious reference to your biological children, however there are...

 

Tuesday, June 6, 2017

Roth 401(k)s and Roth IRAs have many similarities, both allow you to make contributions after tax with the intent to collect tax free earnings in the future. For people under age 50, there is a maximum contribution to a Roth IRA of $5...

 

Tuesday, November 22, 2016

Aside from an employer-sponsored 401(k) plan, a health savings account(HSA) is a great savings vehicle for employees as part of an overall retirement plan strategy, according to Forbes. An HSA offers triple tax benefits: 1)...

 

Monday, November 7, 2016

Many of us are Costco patrons...saw this article from Kiplinger's Personal Finance and thought what a nice diversion from the election. http://www.kiplinger...

 

Wednesday, March 2, 2016

We are all impacted directly or indirectly by identity theft. Here is a short video with some tips to protect yourself by the infamous Frank Abagnale who's former life as a con man was portrayed in the movie "Catch Me If You Can"....

 

Thursday, December 31, 2015

There will not be much change for 2016 as it applies to retirement plans but it's always important to review the basics. This is also a great time to review your plans and make sure you have designated beneficiaries. 401(k) salary...

 

Saturday, November 14, 2015

As year end approaches there are a few items to consider: Charitable Contributions - If you haven't completed your gifting for 2015 now is the time to be thinking about it. Not sure what charities you wish to support...think about...

 

Monday, November 9, 2015

Last week we got some good jobs numbers from the Bureau of Labor Statisitics which could be pointing to our first rate hike by the Federal Reserve in a number of years. With that said investors need to be reviewing their investments...

 

Thursday, November 5, 2015

Many of us hear about the energy revolution happening in the US but don't quite understand what that could me. Here's a brief but informative video about America's energy. https://www.youtube.com/watch?v=sgCzeFVMepI

 

Thursday, December 18, 2014

Overall it has been a positive year for investors, despite some of the recent volatility due to falling oil prices. As the year closes, investors should consider reviewing their portfolios to identify any possible tax loss selling...

 

Saturday, December 6, 2014

As 2014 comes to a close, it's important to be thinking about charitable giving and year end. Many times families are stressed over the holidays and forget about taking advantage of the tax benefits associated with year end gifting. A...

 

Thursday, November 20, 2014

As the holidays approach, divorce attorneys will be patiently waiting for the calls they will receive after the holidays. It is known that many couples having difficulties will wait until after the turkey is carved and the presents...

 

Wednesday, November 12, 2014

It's time to revisit your 401(k) for the new year.Here are some items to consider...The IRS has just updated plan contributions to $18,000 for 2015 and $6,000 for catch-up contributions for those 50 and up. Think about increasing your...