When the World Feels Out of Control, Focus on What You Can Control

For those suffering from post-election PTSD or other feelings of worry, despair or emotional upheaval, your pain is shared throughout the country and the world. However, for the sake of your emotional health and your ability to pilot the controllable factors in your life, it’s important to shift to another focus periodically. Fear and worry… 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>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

FOMO Strikes Again

  “Hurry—while supplies last! Sale ends tomorrow!” Who doesn’t love a sale? After all, it might be the LAST chance to buy something you REALLY NEED at a lower price. Right? Well, no, not really. But it does get your attention, and, after all, that’s the point. We humans are funny creatures. While some of… Continue reading>

Toasting Marshmallows (And Other Financial Secrets)

Remember sitting around the campfire toasting marshmallows? The warm, creamy golden brown deliciousness is etched in our memories. Achieving marshmallow perfection, however, was probably the result of trial and error.  Have you ever seen an overly excited youngster stick a marshmallow on the first stick available and shove it into the nearest roaring flame? The… Continue reading>