Meet Ben Writer, our summer 2021 financial planning intern, and see how he will be helping our team’s efforts.
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Now and Later: More Than Just a Fruity Candy
May 5, 2021
Make sure your financial planning is best suited for both retirement and the season of life you are currently in.
Tempering Emotions in a Red Hot Real Estate Market
April 7, 2021
Don’t let the American dream of homeownership turn into a potential financial nightmare.
Frequently Asked Questions About Your 2020 Taxes
March 3, 2021
The uncertainty of 2020 is continuing into tax season. Here are the most pressing questions our clients are asking about their 2020 taxes.
Money Talks: The Financial Advisors You Carry with You Every Day
February 3, 2021
In this article, we’ll take a look at the historical figures on US currency to see what they have to say about finances and financial planning.
Santanomics – Calculating the Cost of Santa’s Operation
December 23, 2020
Ever wondered how much Santa’s Christmas workshop and delivery service costs? Find out in this article.
Home Improvement or Home Impoverishment?
November 4, 2020
Since home improvement projects are through the roof in 2020, let’s look at what projects provide the least ROI from a financial investment.
Extra Credit: What Do You Know about FICO’s New Credit Score?
October 7, 2020
Have you heard about the new FICO score, the FICO Resilience Index (FRI)? Learn about the differences and guidelines for improving both.
Is There a Link Between Physical and Financial Fitness?
September 9, 2020
Is there a link between physical fitness and financial fitness? This was the question that popped into my head last week as I jogged through my neighborhood pushing my 1-year-old and 3-year-old in a double jogging stroller. I like to exercise without any added visual or audio stimulus because I find this is one of […]
Lost, Incorrect, or Missing Stimulus Payments
July 15, 2020
Ronald Reagan once famously quipped, “The nine most terrifying words in the English language are: ‘I’m from the government, and I’m here to help.’ ” For the millions of Americans who have already received their Economic Impact Payments, (commonly called “stimulus payments”) these words may not have aged well. For the others, who are still […]