Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Building Wealth, Health Care
For most folks, it’s easy to participate in your employer’s retirement plan, such as a 401k or 403b. Savvy savers also look at whether they can afford to invest in Roth IRAs or even back-door Roth IRAs. Health Savings Accounts (HSAs) get a lot less attention, but they...
Financial Advisor, Financial Planning
“If you fail to plan then you are planning to fail” -Benjamin Franklin Come one come all! Gather up and listen, now is the time. Doesn’t matter where you are in your life. Whether you are a recent grad or on the doorstep of retirement, you need to start financial...
Building Wealth, Family and Finances
Many people take their banks for granted until the day comes when they find out that their bank is being dishonest with their money. When the story broke over Wells Fargo and the creation of over 2 million fake accounts under customers’ names, people began to take a...
Building Wealth, Tips and Tricks
Imagine sitting down at your desk or a kitchen table, sifting through dozens of receipts over the last year and bank statements to track your money. You probably feel overwhelmed by the amount of paper or even frustrated by missing documents and gaps in your financial...
