Happy 5-29 Day – 2022

Today is National 529 College Savings Day, a day to raise awareness about the value of planning and saving for higher education expenses with 529…

The 401(k) Match is Back

After a temporary pause on matching your 401(k) contributions many companies are reinstating the opportunity to have employer contributions match your contributions up to certain…

Year End Financial Actions – 2020

The end of another calendar year is fast approaching, so it is a good time to make a few financial decisions to maximize your opportunities…

IRA Contributions for 2019

The tax filing deadline was extended for 2019 individual income tax returns to July 15, 2020.  In addition, many tax related deadlines that are tied…

To Refinance, or to Not Refinance your Personal Residence Mortgage?

The mortgage interest rates are heading down, so you may want to consider refinancing your mortgage.  There are a few factors to consider including your…

Financial Decisions During Pandemic

Due to the immediate situation of the 2019-20 Corona virus pandemic and how you should react financially, we will be postponing our blog series about…

Five-Part Series: Financial Planning for All Ages (Part 2)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

Five-Part Series: Financial Planning for All Ages (Part 1)

We are putting together a five-part series on what financial decisions you should be thinking about as you approach each decade of your adult life…

Long-Term Care Insurance

Long-Term Care (LTC) Insurance – Is It for You? Who needs it? Why do I need it? How much will it cost? What expenses does…

Financial Advice for the New Graduate

It is graduation time for young adults as they are starting a full-time work life either with a high school diploma, or college degree.  The…

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