Given the news of the failure of Silicon Valley Bank (SVB) last week, I thought it good to review how the FDIC (Federal Deposit Insurance Corporation) insurance works to protect your bank accounts. FDIC insurance applies to accounts held at FDIC-insured banks only....

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…