July 23, 2020

Recently, my daughter asked me what being rich means. For her, at six years old, it was an innocent question as kids are wanting for many things and the concept of rich is often times based in material items. Her question led to a thoughtful conversation about how “bei...

May 18, 2020

So much attention seems to be focused on the Boomers and Millennials, and the financial needs of Generation X (people born approximately between 1965 and 1980) is neglected. This generation also tends to be skeptical of the markets and financial advisors.

Generation Xer...

Are you wondering if you qualify for the economic impact payment? Follow this link to the IRS website to find out.

Follow this link to the IRS "Get My Payment" application to check on the status of your payment, confirm your payment type (direct deposit or check), and e...

April 13, 2020

Nobody likes a surprise at tax time. For people who are not self-employed, a good way to ensure your payroll withholding is accurate is to review your most recent paystub and use the IRS tax withholding estimator tool. The tool is designed to help people revi...

March 16, 2020

Mortgage rates dropped to all time lows earlier this month. The average 30-year mortgage rate is 3.36% and the average 15-year mortgage rate is 2.77%, according to the FreddieMac weekly report published March 12, 2020. 

Refinancing your mortgage may...

January 20, 2020

Is your planned retirement age realistic? According to many studies, the answer is no. The Employee Benefit Research Institute 2019 Retirement Confidence Survey found two-thirds of current retirees had planned to work past age 64. However, only one-fourth of retirees a...

The chart below from the IRS shows more taxpayers claimed the standard deduction this year versus the prior year, from all income levels.  The Tax Cut and Jobs Act (TCJA) changed the law to limit certain itemized deductions and increase the standard deduction, making i...

April 11, 2019

Do you have what it takes to be a millionaire woman? According to the book “Millionaire Women Next Door” the most common factor of financial success named by millionaire women is perseverance.  

The millionaire women researched in the book shared other es...

March 1, 2019

Navigating the complex world of healthcare is confusing, and unfortunately that does not change when you are eligible for Medicare. This article discusses some of the key items to remember when enrolling in Medicare.

First, don’t miss the enrollment deadline. You may en...

February 13, 2019

For people who want to retire early there is a long list of factors to consider before making it official. Finding a solution for health insurance before you become Medicare eligible at age 65 is close to the top of the list. Below are a few options to explore.

The Cons...

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