What Do Investments and Baseball Have in Common?
The greatest time of year (in my opinion) is upon us. The weather is beginning to warm, the grass is getting greener, and the 30 teams of Major League Baseball…
Take Charge of your Finances
What Are You Waiting For?
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in…
Inheritance – 3 Steps to Handle the Details
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you…
What a Ski Vacation and Investing Have in Common
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a…
Plight or Flight: How fear can impact your investments
Recently I was presented with the opportunity to take a trip; one that would require me to board an airplane. I had flown before, but it was when I was…
Top 4 Must Reads for February
We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy: The Biggest Threat To…
4 Ways to Go Broke in Retirement
A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are…
Protecting your Identity
Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot,…
High Earners Can Still Get Into a Roth IRA
Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are…
Top 4 Must Reads for January
Emotions Count: The Brain Chemistry Behind Investing – I’m sure most of us remember the powerful ad in the 80’s claiming “This is your brain on drugs.” This article…
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We break down some of the most important questions we are asked on a regular basis.