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Financial Planning Corner: Year-End Tax Planning Is a Must
Read more: Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025, but others beginning in 2026, year-end tax planning requires…
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Financial Planning Corner: But I Won’t Live that Long…
Read more: Financial Planning Corner: But I Won’t Live that Long…The average U.S. life expectancy is now around 80 years. We hear this statistic all the…
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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?For many, the decision on a primary beneficiary is straightforward. It is a person with whom…
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Secure Act 2.0 – What you NEED to know
Read more: Secure Act 2.0 – What you NEED to knowJust prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…
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Get Paid for Home and Car Upgrades
Read more: Get Paid for Home and Car UpgradesThere are tangible ways you can personally benefit now and into the future from the Inflation…
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MY BEST ADVICE WILL NEVER GROW OLD
Read more: MY BEST ADVICE WILL NEVER GROW OLDI am taking the liberty in this Commentary to repeat advice I have given in my…
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Inflation, Recession, Bear and Bull Markets: Facts and Advice
Read more: Inflation, Recession, Bear and Bull Markets: Facts and AdviceA bear market is a period of time during which securities prices drop by 20% or…
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Bear Market Planning Moves
Read more: Bear Market Planning MovesWe have all felt some level of discomfort with the market plunge this year. There could…
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Higher Prices and Inflation-Part II
Read more: Higher Prices and Inflation-Part IISince our last Commentary, a lot has changed on the inflation front. At that time, we…
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Is Your Cheaper Premium Worth It?
Read more: Is Your Cheaper Premium Worth It?Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot…