As we prepare for the holiday season and the end of 2022, I’ll start by saying what many of us are thinking: what a year! After two years of “pandemic life,” we thought that this year was going to be good–both for the markets and the economy. There’s no way to...
Although it is only November and taxes aren’t due until April, the time to start thinking about tax planning in 2022 (and every year) is before the year is up. For this year’s taxes, there are some specific things you should know (including new updates from the IRS),...
October is National Financial Planning Month and National Retirement Security Month. Recently, the Financial Planning Association (FPA) found that only 25% of people passed a “retirement income literacy quiz.” They write that this shows “a lack of retirement income...
If you ever read financial advice on the internet, you’ll might get a lot of contradicting information. Save for retirement, but pay down your credit card bill. Pay off your student loans, but save for an emergency fund. Buying a home is a great investment, but...
If you have any type of financial account, you should have designated a beneficiary to that account at some point. This might be when you set up a 401(k) at a job, start an IRA, or open a bank account. However, the reality is that we often forget who we’ve set up as a...
The whole financial industry might sound like a song on repeat right now. Yes, the markets are down, and yes, it is going to be OK. In the spring, I wrote to my clients about how the war in Ukraine didn’t foretell a market downturn. But then it combined with higher...
Recent Comments