24 Stock Market Reality Checks You Need To Know Now

The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement probably looks quite attractive. Smiles abound and life is good—and you’ve likely stopped avoiding the mail-man’s delivery of your monthly investment statement. In fact, you open the envelop with… Continue reading>

Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Discovering Your Number One Value That Leads To Your Financial Successful

“We want to retire by the time we reach 60!” “It’s vitally important to send our kids to the college of their choice!” “I want to quit my job and do something else!” “We want to buy an apartment in the city!” We all have dreams. We have those ideas that swim in our minds… Continue reading>

A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail

We are surrounded by articles, advertisements and enticements prompting investors where to find the best yield, the best returns, the best investments, the best everything. And who doesn’t want the best? It seems you are always "a mere click away" from finding the highest yield on a money market fund, the lowest rate on a mortgage,… Continue reading>

Your Financial Life Doesn’t Have To Be Perfect: It Just Needs To Get Better

In a country obsessed by having to be the best, the top, the champ—where second place is no place—we discount the idea of working just to improve incrementally. Just because we cannot all be billionaires doesn't mean for one second that we cannot live a rich life, filled with comfort, happiness and satisfaction. The idea… Continue reading>

Dirty Talk: A Guide To Creating Meaningful Money Discussions

Talking about money is tough. Not about what it buys or how much a celebrity makes, but two people having a head-to-head, heart-to-heart discussion about what money means to them—and why. Take Sharon and Pete for example. "I worry about money," Sharon stated. "Why?" Pete interjected. "We make a good living. We're doing ok. "… Continue reading>