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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, March 19, 2021

The day is coming, Tax Day! This year, the tax deadline has been extended to May 17th due to the ongoing pandemic. The IRS permits contributions to specific accounts for the 2020 tax year before filing, so you can utilize the extra...

 

Wednesday, March 17, 2021

As you know, the four-leaf clover has become a common symbol of St. Patrick’s Day. Because four-leaf clovers are so rare — you have about a 1-in-5000 chance of finding one1 — they’re often associated with luck....

 

Monday, March 1, 2021

This month’s Your Money Matters newsletter features smart tips on making charitable donations, provides a worksheet to help estimate the costs of a four-year college program, highlights five overlooked tax deductions to help...

 

Thursday, February 11, 2021

This month's Retirement Readiness newsletter features important questions to ask yourself when choosing a retirement plan for your business, a quick look at healthcare costs in retirement, a hopeful video on retiring in a...

 

Wednesday, October 14, 2020

We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defense, promote the general Welfare, and secure the Blessings of Liberty to ourselves...

 

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Wednesday, September 9, 2020

Speed bump, stop sign, or red light? That’s the question investors are asking. Let me explain. After cruising for the past five months, the markets screeched to a halt on September 3rd. The Dow dropped over 800 points, and the...

 

Friday, May 22, 2020

In honor of Memorial Day, I’d like to tell you a story about a man named Ben Salomon. Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying...

 

Friday, May 8, 2020

Think about any profession or business. Chances are, much of the real work gets done when there’s no one else around to see. Grocery stores do most of their stocking after hours. Teachers do their grading and lesson prep after...

 

Tuesday, April 7, 2020

Breaking down the CARES Act As you know, the coronavirus pandemic has created both a health crisis and an economic crisis. As of this writing, there are over 360,000 known cases.1 By the time you read this, there will certainly be more...

 

Friday, March 13, 2020

Coronavirus continues to dominate headlines. But now, there’s a new contender in the ring for what’s driving the markets – the Oil War between Saudi Arabia and Russia. What, exactly, are these two countries squabbling...

 

Wednesday, February 19, 2020

Happy February! As you know, it was in February that George Washington, the first president of the United States, was born. Recently, I came across a remarkable story about this remarkable man that I thought I would share with you....

 

Friday, January 17, 2020

Every January, I send my clients a letter titled The Year in Review, where together we look back at the year that was. What were the highlights? What were the “lowlights”? What did we learn? But this January doesn’t...

 

Sunday, December 8, 2019

Everyone knows the story of Santa Claus. Each Christmas Eve, he loads up his sleigh with goodies and toys for the children of the world. Pulled by eight reindeer, he traverses the night, magically visiting every home before the sun...

 

Monday, November 18, 2019

As the days get shorter and the nights longer, most people start turning their attention to holiday plans and Christmas shopping. But there’s something else on the rise this time of year: charitable giving. Charity exists no...

 

Friday, November 8, 2019

In 1945, there were sixteen million of them. Today, there are less than 500,000 left. They endured the hardships of the Depression. They watched firsthand as radio, talking pictures, and television changed how we live. They witnessed...

 

Thursday, October 17, 2019

Earlier this year, the House of Representatives passed a new bill called the Setting Every Community Up for Retirement Enhancement Act, aka the SECURE Act. (Acronyms are kind of a thing in Congress.) As the name implies, the bill has...