Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Avoiding Extremes in Financial Planning (and in General!)
Years ago, a speaker at our church encouraged us to “avoid extremes.” Right away my mind went to sadness or anger and he addressed that. The part I didn’t see coming was to avoid extreme happiness or being extremely prideful.
How to Create a Healthy Relationship With Money in 6 Steps
When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.
3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
Sorting Through the Noise on Social Security
We live in the Information Age, where any information we could ever want is available to us within seconds, but due to the overwhelming wealth of info and sources – not to mention neck-break speed of the instant news cycle – it feels hard to know what’s really going on.
4 Big Changes for Retirees after the SECURE Act
Dail Meikle The big news in year-end legislation is the long-anticipated SECURE Act was passed and will take effect on January 1st of 2020. The Act includes sweeping changes in several areas, including to Required Minimum Distributions, or RMDs, which affects many of you. Let’s looking at a …
How to Financially Prepare Yourself for a Divorce
Your financial advisor may not be the first person you call when considering splitting up, but they should be somewhere on the list. One of the concrete things you can do to help with the process and the healing to follow is to plan ahead.
