In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to
Covid-19 lockdowns and anxieties have played havoc with assumptions for everyone, investors and business owners included. Owners of and investors in real estate
Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be
In December, 2000, market forecasters did not see 9/11 coming in 2001. Gurus in December, 2019, did not have a pandemic on their radar screen as they opined
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“Mr. Market,” the personification of the thinking of stock market investors at large, was introduced by British-born American professor, economist
You’re on the verge of completing your paperwork when the dealer hits you with one more option: an extended warranty. While the thought of never having to pay
Looking to year end
I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end
9 Smart Planning Moves to Consider
- Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in
Even with a thriving economy, many Americans continually struggle to save money. While it’s certainly tempting to spend that extra cash, socking it away for
Pet insurance. Cancer insurance. Discount dental plans.
You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help
