Blog2018-10-24T13:20:54+00:00

10 New Tax Breaks… and 10 That Went Away, Pt 2

We're continuing our list of tax changes from the 'Act', passed in December 2017. 10 That Went Away 1. Personal and dependency exemptions suspended. The Act suspended personal and dependency exemptions. However, the increased standard deduction, enhanced child tax credit, and overall tax rate changes may offset or minimize the impact [...]

By |April 24th, 2018|Categories: Uncategorized|0 Comments

Financial Year in Review

Last year was a great year for market returns. Do you know where those returns happened.... and were you able to capture them?   This presentation is a review of last year's market moves and what's 'normal' for an expanding marketplace, including some of the major changes taking place that [...]

By |January 31st, 2018|Categories: Uncategorized|0 Comments

Elf on the Shelf Phenomenon: 11 millions elves!

Chanda Bell got the idea 14 years ago to share a family tradition from her childhood that involved an elf sitting on a shelf. She never imagined it would erupt into a Christmas-time phenomenon that's been embraced by millions of families. Bell, her mother Carol Aebersold, and her twin sister [...]

By |November 24th, 2017|Categories: Uncategorized|0 Comments

What Women Worry about Financially

Women tend to face financial challenges that men often do not. What these hurdles are and how to deal with them are important questions that Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., answers:   Fortune magazine, in its Oct. 1 issue, profiled “The 50 Most Powerful [...]

By |November 15th, 2017|Categories: Uncategorized|0 Comments

Why You’re Hardwired to be Bad at Money

Why are money decisions so stressful? No, it's not because you're broke. It's because your brain is fundamentally challenged when it comes to financial choices, according to neuroscience. And going it alone only makes it worse. "Our brains are really good at avoiding major risks and keeping ourselves alive," says [...]

By |November 15th, 2017|Categories: Uncategorized|0 Comments

New Investment Rules for Retirement Investing

On June 9, the U.S. Department of Labor’s Fiduciary Rule—the most famous and controversial set of investment regulations you’ve probably never heard of—is going to start taking effect. The rule promises better protection for investors who employ financial advisors to help manage their retirement accounts, including rollovers into an Individual [...]

Financial Mission – The Retirement Gridiron

“Financial Mission - The Retirement Gridiron”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: The Retirement [...]

By |June 2nd, 2017|Categories: Retirement Income Planning|0 Comments

Remembering the Fallen

“Remembering the Fallen”   Today, Memorial Day, is the day we remember those who have fallen while serving America and her people in defense of freedom and freedom's cause. Many of us know the shock of losing someone dear, especially when it's unexpected. I lost a brother in 1996 when [...]

By |May 29th, 2017|Categories: Retirement Income Planning|0 Comments

Financial Mission – Rookie Mistakes

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: Rookie Mistakes [...]

By |May 19th, 2017|Categories: Retirement Income Planning|0 Comments

You Don’t Wanna Cry!

  For those of you paying attention to tech news over the weekend, you have heard about a recent trend hitting UK hospital networks, among others, regarding a new strain of Ransomware called "WannaCry." While money managers have not been impacted, I wanted to take the opportunity to remind everybody [...]

By |May 17th, 2017|Categories: Retirement Income Planning|0 Comments

Financial Mission – The Retirement Marathon

“Financial Mission - The Retirement Marathon”   Here's this week's Financial Mission, if you choose to accept it.  Each week I'll send you a replay of my new podcast, "Your Financial Mission," where I discuss financial topics and share insight that impact your overall financial strategy. This week's Mission: The Retirement [...]

By |May 12th, 2017|Categories: Retirement Income Planning|0 Comments

Evidence Based Portfolios

“Evidence Based Portfolios”   You don’t know what you don’t know.  It’s the part of the iceberg under the water. Continuing with our series on the Science of Smart Investing [excerpted from ThinkAdvisor] Part 3: Evidence-Based Portfolios  In the recent book “The Incredible Shrinking Alpha”, Larry Swedroe, director of research for Buckingham [...]

By |May 9th, 2017|Categories: Retirement Income Planning|0 Comments