5 Top Reads for Working Moms, Ep #73
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both…
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Crystal Balls and CAPE
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As…
7 Tax Reform Opportunities and How to Spot Them, Ep #72
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes,…
Investing, Not Gambling
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling…
How to Ignore the Stock Market Noise, Ep #71
If you’ve paid any attention to financial news recently, then you didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled with phrases…
Are Your Finances Holiday-Ready?
The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives. In November your focus…
5 Spooky Financial Stories, Ep #70
October is here so gather around the campfire. With Halloween round the corner, we are highlighting a few spooky financial stories that have scary circumstances. The type of fearful feelings…
Top 5 Reasons to Complete the FAFSA
Do you have a child going to college next year? Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid…
How to Avoid the Financial Mid-Life Crisis, Ep #69
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and…
The Process
“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I…
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