Nov 20, 2017
I have recently been trying to support a handful of clients, and my employee, Paige, in finding a decent solution for health benefits. If you work for a large company, you are set. But if you work for a small business, the landscape is pretty dreary. As a finance...
Oct 11, 2017
See our f An optimistic outlook The post-Financial Crisis economic expansion is heading into its 100th month, which puts it squarely in third place for the longest expansion on record. Only the expansions from 1961 to 1969 and 1991 to 2001 are ahead in the race, at...
Sep 22, 2017
It’s tough to focus on Social Security until retirement is right around the corner. However, it’s worth doing a bit of research so you don’t get swayed by scary headlines – and so you can understand how to best integrate your social security benefit into your...
Aug 9, 2017
For most of us, our money behaviors are hereditary – that is, we often model our own behaviors after one or both of our parents’ money behaviors. Or we were so affected by our parents’ negative money behaviors, we spend our lives trying to do the exact opposite. When...
Jul 14, 2017
The months between May and September have historically been when equities exhibit their greatest volatility, but this year seems to be the exception. With US equity volatility at historically low levels, a high price-to-earnings ratio and no correction of even 5% in...
Jun 14, 2017
Every dollar you spend and invest has an impact on you, your family, the environment, our community and to some extent, the world—and the impact can be positive, negative, or somewhere in between. Your Spending Choices Have an Impact Do you choose to spend your money...
