Clear & Concise Financial Advice

One of the great political debates throughout history revolves around how much we should be taxing the rich.  More to […]

Occasionally, I teach a retirement planning course at local community colleges, in which the question of a safe withdrawal rate […]

Do you ever feel like you’re just a number? Well, in the eyes of lenders, you are a number, and […]

There is some debate about the appropriate percentage of income you should be saving for retirement.  Many financial advisors and […]

The Chart below contains: 2023 Tax Brackets, Tax Rates, Thresholds and Phase outs, Retirement Plan Contribution Limits, Social Security limits, […]

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 […]