The Quiet World of Special Needs
Perhaps you or someone you know is impacted by an individual with special needs. Special needs is defined as an...
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10 Tips for Millennials About to Become New Parents
The Millennial generation—those born between 1981 and 1996—are now ages 25–40. We previously focused on the fact that...
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New Rules for Emergency Fund Savings
Perhaps the pandemic has you rethinking how you define an “emergency.” Recent events have punctuated the many ways...
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American Rescue Plan Act of 2021 – Summary of Major Provisions
President Joe Biden has signed into law the American Rescue Plan (ARP) Act of 2021. Also known as H.R. 1319, it’s a $1.9...
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Some More Good News – January 2021 Edition
There’s more than enough disturbing news these days. Yet, if we look carefully, we can also find some good news as we...
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Many Millennials Struggle to Buy a First Home
The Millennial generation, those born between 1981 and 1997, makes up the largest generation in U.S. history. A vast...
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Presidential Elections and the Stock Market
Lately I’m being asked more and more, “What do you think will happen to the stock market if [enter presidential...
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Changes That May Affect You, Involving the SECURE and CARES Acts
Recent months have brought a whirlwind of news and change. On top of everything, there has been significant activity in...
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July 15, 2020 Update: Should You Forgo Taking RMDs in 2020?
The CARES Act (Coronavirus Aid, Relief, and Economic Security), signed into law in March of this year, includes...
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Three Steps to Deal with Uncertainty
Uncertainty is a part of life. Dealing with it thoughtfully can offer hope for a better life. Here are three simple...
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June 10, 2020 Update: Green Shoots and Signs of Economic Life
It’s perhaps the understatement of the year, but there’s been a lot going on in 2020. An election year, a global...
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May 20, 2020 Update: Why They Matter: Professional Fiduciaries—a Position of Trust
The term, “fiduciary,” may sound dry and academic, but its significance is profound. In fact it’s so pivotal that I am 1...
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