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Category: Blog Posts

More Smart Financial Moves to Make Before Year-End

We just flipped to the last page on the calendar. There are a limited number of shopping days left before Christmas, and you are probably busy attending a variety of holiday events and parties. The hustle and bustle of the holiday season makes it difficult to remember some of the financial moves you should make […]

Smart Financial Moves to Make Before Year-End

OK, it’s official. While watching televised football games this weekend, I noticed that every other commercial advertisement had something to do with the holiday season. We are within weeks of turning the calendar into a new year. Lucky for you, it’s not too late to do some things that will help to improve your financial […]

Time to Review Your Employee Benefits

’Tis the season! No, not that season—although you may already be seeing holiday decorations being displayed. I’m talking about open enrollment season, the time of year to review the benefit package that you receive through your employer. Open enrollment has become an annual tradition. The HR department sends you an email with the details on […]

No Surprise—the Fiduciary Rule Is Officially Dead

This post is going to be a bit of a rant. I apologize in advance if you are offended. It might also be a little more “inside information” about the financial industry than you want to know. But it’s something that you should know. It’s not overly dramatic to say that your financial future could […]

Fake News? No, Just Headlines After Your Eyeballs

Despite the first thing you probably thought of when you saw the title of this post, this is not a political article. While I am a self-admitted news junkie and very interested in politics, this post is about the damage that headlines can cause to your investment portfolio—if you allow them to. Over the last […]

Roth IRAs and 401(k)s—Why All the Fuss Lately?

Have you noticed the increased attention to Roth IRAs and 401(k)s recently? It seems that, every day, I see a new article promoting the advantages of using a Roth for your retirement planning. Sure, a Roth is a great way to fill up the tax-free bucket of funds available for you at retirement. But as […]