Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?
The SECURE Act: Congress spins “Taxman” for next generation
New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.
Ten Years Gone: People Evolve, Plans Should Too.
A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.
Are you a Sandwicher? Embrace it!
In planning for 3 generations, ways to embrace communication and change.
Lists for sun, fun and rainy day funds.
Define your needs, seeds, wants and “what was I thinking?!”.
Teaching Your Kids About Money
Fun ways to embrace budgeting, power of saving & philanthropy.
Dividends: Evolve Beyond Yield
Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.
Making a List, Checking It Twice?
Don’t let these year-end opportunities pass, be proactive with your to-do list.
Determining Your Interests on Interest Rates
Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.