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Taxes, it’s not really a love-hate relationship, is it?

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

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Taxes, it’s not really a love-hate relationship, is it?

Christmas in July Mindset

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

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Christmas in July Mindset

Fundamental and Technical Analyses

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

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Fundamental and Technical Analyses

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

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Removing Private Mortgage Insurance (PMI) from your Mortgage

Intrinsic vs Market Value/Price

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

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Intrinsic vs Market Value/Price

Insurance: The extra layer of protection

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

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Insurance: The extra layer of protection

Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

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Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing

What is a Password Manager?

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

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What is a Password Manager?

A Breakdown of SIMPLE IRAs

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

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A Breakdown of SIMPLE IRAs

Making a House a Home: Simple Fixes on a Budget

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

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Making a House a Home: Simple Fixes on a Budget

Asset Location vs Asset Allocation

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

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Asset Location vs Asset Allocation

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

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What are “Required Minimum Distributions (RMDs),” and how do these affect me?

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