Those of you with children you care about can probably fill-in the missing digit in today’s title. Section 529 plans allow for tax-advantaged investment growth
I don’t remember who coined the phrase “Bunny Market,” one that continues to go up and down, to describe the volatile market we have experienced since the
I read once that falling in love produced the same effect on the brain as a hit of cocaine. I have no personal drug experience but have been in love and know
Bad news: everything else is too. A Certificate of Deposit is just about the safest investment anyone can make, with return of principal guaranteed by ‘an
I am a big believer in self-reflection and striving for a rich, full life. I usually set aside some time in January to identify my intentions and
Today’s title was inspired by our 40th President, Ronald Reagan. In a speech at Yale in the late 1980’s, he used the phrase “The nine most terrifying words in
Psychologically, year-end 2021 tax- and estate-planning efforts are being influenced by proposed tax law changes, the lingering pandemic, the threat of
You’d have to go back to the 1950’s and the Broadway musical Guys and Dolls to hear the original version of the song which provides today’s title but anyone can
Statistics indicate that most women will be responsible for overseeing their finances at some point in their life.
Regardless of your demographic, there are
I love fall. It is my favorite time of year. I am also not 65 and don’t have to think about Medicare coverage.
Open enrollment in 2021 for plans effective in
Even though April 15th is six months away, taxes are always on our minds as we try to help our clients navigate their financial lives. Since the key to getting