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>

Does Your Financial Advisor Tell You Things You Don’t Want To Hear?

I am not referring to the “financial advisor” who advises you to double down on a stock or buy an annuity or insurance product while requesting your signature. I am referring to the financial advisor who communicates with you that you’re not saving enough for the goals you’ve laid out, that you’re not taking action… Continue reading>

Mirror, Mirror, On The Wall: 4 Steps To Financial Self-Assessment

If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But alas, self-assessment, when it comes to your personal finances, acumen can be deeply challenging. We tend to believe we are champions of knowledge and experience, but the reality might… 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>

7 Decisions That Can Lead You to Financial Misery

“Fake” news: One of the most controversial and trending topics to discuss today. Who is trolling whom— and what is the real agenda behind all those stories that you see on social media? When it comes to making money decisions, you need to decide what advice is real or fake—or be able to see the… 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>

Overcoming Your Money Story

“We grew up poor, we got food from the food bank.” Adam said softly, looking down at the table. “My parents fought constantly about money!” Tammy said hesitantly. “My father was out of work a lot, but that didn’t stop him from buying things he liked. Of course, the bill collectors were always calling,” Sam… Continue reading>