7 Steps To Getting Your Finances Back On Track

We’re headlong into autumn with crisp air and fall foliage. With the change of season, especially if you live in a cooler area of the country, you take specific steps to prepare your home for the cold weather: you push the screens up and pull the storm windows down. You take in the outdoor furniture… Continue reading>

How To Prepare For The Unexpected: Before It Happens

There are times when life seems easy and everything is working out just as desired. During these times, stress-ridden thoughts such as “how will I get through this?” or “what happens when….?” rarely enter our awareness and front-of-mind thinking. Proper and effective planning, however, mandates taking into consideration the “what if’s” that happen when you’re… Continue reading>

Should You Be The Expert When It Comes To Your Financial Life?

There are times when navigating your financial life may feel easy and straightforward, producing confidence. However, it is inevitable that the times will come to navigate complex financial decisions. Many people find themselves feeling queasy at the prospect of having to make financial decisions that fall outside their comfort zone. That hollow feeling in the… Continue reading>

A Nobel Nod To The Irrational

The University of Chicago’s Professor Richard Thaler walked off with the Nobel Prize in Economics for his work researching Behavior Finance. His work, including his 2008 book “Nudge” demonstrates that humans are predictably irrational and can make bad decisions that fly in the face of good solid information. For example, people will refuse to spend… Continue reading>

Get A Jump On 2017 Taxes Now

According to the IRS, 95 percent of individual returns have been filed each year by mid-July. Now the question is, who are those leftover 5 percent? There are two options: 1) The world’s biggest procrastinators, or 2) The ones who are waiting for information from third parties, such as partnerships or other entities, and who… Continue reading>

Isaac Newton’s Guide To Financial Success

I remember my father quoting the law of physics regarding things in motion staying in motion and things at rest staying at rest. Still today, my eyes involuntarily roll at the memory. These reminders of Newton’s law usually came when I was ignoring my list of chores in favor of leisurely pursuits. In other words,… Continue reading>