Clear & Concise Financial Advice

April was a rough month for stocks. The S&P was -8.8% for the month, and -13.3% through the first four […]

Inflation got real…seemingly overnight. In December, the headline was “Inflation hits 40-year high at 7.0%.” That was a bit shocking, […]

One piece of advice that has served me well, and I often repeat, is: “When what you see and what […]

I always have a sense of accomplishment when I file my taxes. Most of you are also resting easy by […]

The Chart below contains: 2022 Tax Brackets, Tax Rates, Thresholds and Phase outs, Retirement Plan Contribution Limits, Social Security limits, […]

After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022.  This means IRA (and […]

Volatility is one of the most underappreciated aspects of investing. Everyone likes to focus on rates of returns, but the […]

The most common mistake among investors of all ages is not matching the right type of investment to their intended […]

Many people feel good about giving money to charities.  They also like to get the corresponding tax deduction.  Unfortunately, fewer […]