If you took a walk in your neighborhood and saw a property with a “For Sale” sign, chances are the house has already sold. A house in my neighborhood recently sold for over 12% of asking price – on the
Second jobs and side hustles are very different, yet some may mistake one for the other. Second jobs are stricter than side hustles, but still offer the same result of additional cash flow. Individuals are typically working for an employer,
Recently, there have been many questions surrounding Social Security benefits, mainly directed towards spousal and survivor benefits. Ever since the Bipartisan Budget Act of 2015, which altered Social Security claiming strategies, such as file and suspend, there has been some
Preparing for an annual or semi-annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your
Everyone knows or has heard about the student loan crisis in America and its effects on the U.S. economy. The debt amount is over $1.5 trillion, which makes it the second largest component of household debt – with an average
A client recently told me that they strongly dislike having to take their Required Minimum Distribution (RMD) from their IRA each year, first because they don’t need the income, and second because they must pay income taxes on the amount
There is no question you’ve seen or heard the word Recession used in the last year or so and if history is our guide - the future will continue to bring divergent market cycles, including challenging periods such as slowing
Making the decision to start a family is one of the most exciting and life-changing decisions a couple can make in their lifetime. There is so much to do and prepare before the little one arrives, such as, painting and
Recently in a meeting with a client they asked me, “What’s the easiest way to determine what I spend?” Knowing how much you spend is not only helpful in managing your household budget and cash flow, but also in determining how
I hope everyone enjoyed Thanksgiving as much as our family did. Good food, friendly banter and sighs of satisfaction were prevalent throughout the day. As we gathered at the table, conversation meandered to topics related to the stock market. The two
Bring back 2017! For the last nine quarters, the broad Standard & Poor's 500 stock index was positive and investors generally made money. For the first quarter of 2018, the index
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