One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire?” This calculation has many moving parts but I thought today we could give you a chart with some general rules of thumb…

A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it…

During the recent bull market, investors had to get one thing right: Recognize that leading U.S. internet companies with strong growth potential could generate the greatest returns…

A few weeks ago we mentioned the recently enacted tax bill called the Securing a Strong Retirement Act 2022, otherwise known as “SECURE 2.0 Act.” or “SECURE Act 2.0”. It addresses many beneficial changes as we all plan for our retirements…

Reading this weekend’s WSJ, I came across an article about “ Amateur Investors ” (WSJ Subscription needed). What I discovered was these “investors” were actually speculators (some may call them gamblers).

Last week, Marketing Director Theresa received the text message above. Problem was – it wasn’t me! This was likely an attempt at spear-phishing (click link for info on spearfishing).The culprit likely got our info from either our website or from LinkedIn – these...

With a still-tight labor market and expectations for rising real income in the coming months, it’s not clear the economy is headed towards recession just yet.

When President Joe Biden signed his $1.7 trillion tax bill into law in late December 2022, it included the bipartisan Securing a Strong Retirement Act 2022, otherwise known as the “SECURE 2.0 Act”.

As you may have heard The Fed (aka FOMC ) has stated their plan to continue to raise interest rates. The silver lining for you and me is interest rates being paid on our savings rates are rising…

Happy 2023! We hope you’ve had a great start to the year. Reviewing 2022 investment markets, it was a tough year across the board. In terms of asset class performance, commodities led the way in 2022, as the conflict in Ukraine and only gradually improving supply...