We’ve all done it before. It’s that infamous term people call ‘pocket dialing’ or ‘butt dialing’. It’s that time when you get a call from someone unexpected and after the third time you’ve said ‘hello’, ...
Since tax season has just passed, you are probably in one of two states of minds. Either a) you love your CPA because you got a big refund, or b) you hate your CPA because ...
Amidst the many financial and economic discussions happening around the United States, there is a serious issue lurking right around the corner. Although mortgage rates are around their all time low and consumer borrowing appears ...
For Generation X clients, the majority of their retirement savings are in the company 401(k). While you do have a multitude of options of what you can do with your 401(k) if you leave your ...
April 17th has come and gone. Hopefully, you are like most Americans and Uncle Sam owes you a refund. This year the average refund was just a shade under $3,000. While it is tempting to ...
Mother’s Day is less than a week away and word on the street is that spending is up this year. The National Retail Federal found consumers will spend 16.3 billion dollars on moms this year. ...
For Generation X, I’ve noticed something over the past couple of years around money that seems to becoming a trend. Even though you are college educated (maybe an MBA), have a great job as a ...
What Beneficiary Designations mean and why they matter…
For most people, “estate planning” means drafting documents (such as a Last Will and Testament) that makes sure that your property is managed and distributed according to ...
It’s been over 20 years since I heard my college graduation commencement speech. I can’t say I remember very much of it except that it was like hearing some sort of State Of The Union ...
Your college roommate or long time childhood friend invites you to their wedding. Or better yet, you’ve got a big family and your second cousin Joe is getting married and last time you saw him ...
