Clear & Concise Financial Advice

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 seems to have something for almost everyone. The bill […]

Most people know intellectually that bear markets (20% decline in stock prices) are a temporary phenomenon, but they still feel […]

Most investors do some homework before buying a stock to avoid obvious investment risks. Typical analysis includes looking at company […]

Reminder: April 15th is the last day to make your IRA Contributions for the previous tax year.  I must be […]

When I was a kid, my mother had a “food allowance.” It was a sum of money she got every […]

On Nov 7, 2019, the IRS proposed updates to the life expectancy tables used to calculate Required Minimum Distributions (RMDs). […]

Many of our clients are torn over whether to give money to their children while they can see them enjoy […]

Last year, interest rates were on the rise. I expected them to continue rising, so I refinanced the adjustable rate […]

I can’t think of any expenditure that gives retirees less enjoyment than medical costs. Nevertheless, healthcare is an important spending […]