Rather than write to you today about all the changes in the new tax legislation, I’m going to share with you some information written by a respected colleague of mine, Sheryl Rowling, CPA, about what you can or should do now, before the end of the year. DISCLAIMER — be sure to talk about any […]
Blog Posts
When it Comes to Investing, Don’t Let Fear Win!
It is only human nature that when the stock market keeps hitting new highs, we become fearful that it won’t last and we’ll see a nosedive in our portfolios. Fear is normal at these times. Fear is a human emotion. But we can’t let fear rule and undermine a great, long-term investment strategy because the […]
A Different Take On Gratitude
On this Thanksgiving Eve, I want to wish you and your family a Happy Thanksgiving. And, this year, while you are going around the table sharing all that you are grateful for, don’t forget to thank yourself for all you are and all you bring to the world. You make a difference, in so many […]
Buy or Lease a Car? Which Makes More Sense
Here is a short video to explain the pros and cons of buying or leasing a car. I do both and in this video I explain why. The decision to do either could be appropriate for you, but watch the video to learn which choice may be the better one for you, and what to […]
How Do We Tackle Our Fears Around Money?
So let’s get right to it: Why is it that we live in one of the richest countries in the world yet so many of us seem to have some level of fear around money? Most of us, including me, have experienced one or more of these thoughts in our lifetime, thoughts I refer to […]
How to Help Protect Yourself After the Equifax Hack
Here is a short video on what you can do today to try to protect yourself, at no cost, from the Equifax hack. Click Here For The VIDEO P.S. Rather than host these webinars live and then send out the recording, I am going to post them here on the blog so you always have […]
TD Ameritrade Proves Again What An Amazing Company They Are
As Hurricane Harvey continues to impact Texas and Louisiana with devastating damage and flooding, our thoughts are with those who are suffering. In an effort to help, TD Ameritrade has announced that it will match client donations to the American Red Cross dollar for dollar up to $500,000, doubling the impact of every dollar given. […]
So How Much Money Does One Need To Retire?
We baby boomers are on a roll. More and more of us are approaching retirement age and are asking that age-old question: “How much money do I need to retire?” And of course, since I’ve been a Certified Financial Planner® professional (CFP®) since 1988, I have the perfect answer every time: “Well, that depends.” Not only […]