For the past two weeks, we’ve been discussing “stuff” that happens when you plan for retirement. In week one, I discussed that even with good planning
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What makes one investor stick with their strategy through market swings while another panics and pulls out?
Often, it comes down to mindset.
Your investing
What do you do when faced with a complex financial challenge?
Do you seek an immediate solution, or do you take the time to fully understand the issue before
After being signed into law on January 5, 2025, the Social Security Fairness Act of 2025 sought to rectify substantial inequalities in Social Security payments
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What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet
Last week we looked at how to have your cake and eat it too and not gain weight. Well, not exactly, but we saw how you could gift appreciated stock to a charity
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Consider this scenario: You have a stock in your taxable account that has doubled its value. You think it's time to sell, but you don't want to take the tax hit
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Valentine's Day has just passed, but love is still in the air. We’ve all heard that love will keep us together, but what happens once we’ve been successfully
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Now, if you are religious, and your religion tells you that gambling is wrong, then it is indeed wrong for you. Likewise, if you are addicted to gambling, then
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What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
The beginning of a new year encourages change. Some decide to improve their eating habits while others resolve to include more exercise in their daily routine
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Occasionally I counsel younger couples about finances. They share a problem with most of my older clients: They can’t do it all. There’s just not enough money
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