End of Year Tips
At the end of every year there are always articles with planning tips to finish out the year. Well, here is my list of key items to try and check off your list before the calendar turns to 2019.
At the end of every year there are always articles with planning tips to finish out the year. Well, here is my list of key items to try and check off your list before the calendar turns to 2019.
I often get asked "Who do you work with?" I realized I have a rather unique practice as I have an evenly distributed client base spread across generations and life stages. Let me explain in greater detail.
October was definitely a wild ride in the market. Although there was a nice recovery at the end, the overall rating of the month was UGLY. Let's dig into some of the data.
With the recent market pullback, the question of whether a recession is around the corner is being asked more frequently. Maybe it is worth taking a look at what the data shows up about their correlation.
Taxes are one of the most important topics when it comes to success in investing. And they don't go away in retirement. Some studies show taxes can eat up 60% of your returns! Because it is so important I have decided to spend the next year getting deeper in my tax knowledge so I can better serve my clients.
We all wonder if having more money can make oneself happier. There was some great research done recently on ways to make smarter decisions with your money in hopes to make you happier.