Buying an Investment Property: Things to Consider
Investing into real estate can be a great way to add an income stream for anyone who is considering going down this path. Whether you are looking to buy a commercial property or a residential property, these types of investments can be very valuable, and they can be a differentiating asset. When I was 20 […]
Price Stability: Are We There Yet?
The last two days have felt like the economic equivalent of the NBA Draft or the Oscars. Analysts and commentators alike have been trying to anticipate the latest inflation reports from the Bureau of Labor Statistics in hopes that it might give them some insight into the near term movements in the stock market as […]
Understanding Debt: Leverage Your Financial Future Through Wise Decisions
Leveraging your financial future begins with making wise decisions that are not based upon emotion or bias. If a decision could get you into some trouble, it’d be considered by many to be a bad decision. But what if you never allow yourself to be in a situation where a decision is required? Reward doesn’t […]
What’s Growing in Your Financial Garden?
Gardening is one of my favorite ways to spend a summer Sunday afternoon. There is something truly exciting about planting and tending towards a fabulous harvest. Growing up, I spent many summers learning from the best- my grandparents. For them, gardening was a retirement hobby, but for my siblings and me, it was a wonderful […]
Graduation Season for Empty Nesters
Graduation Season for Empty Nesters Shh, do you hear that? It’s the newfound silence of having an empty house. Finally, freedom! With graduation season upon us, it is no doubt that many parents are gearing up for the new feel of being an empty nester. For those soon to be celebrating your child’s college graduation, […]
Am I in the Ballpark for Retirement? – 7 Key Tips to Ensure a Comfortable Future
You hear it all the time, “retirement must be coming soon, huh?” or, “when are you going to hang it up?” You may have a retirement age picked out, or not know when you are going to retire at all. When asking yourself, “Am I in the ballpark for retirement?” it is important to base […]
A Look at the Market – July 2023 Update
After a torrid first half of the year, tech and growth stocks have been correcting over the past few weeks. So far, a large majority of companies have reported earnings that have beaten estimates but the reaction from investors has been relatively negative. Companies are beating expectations but stocks are going lower because they were […]
Maximizing Your 529 College Savings: Strategies For Unused Funds & Future Financial Planning
Back to school is in the air. If the high cost of education expenses is on your mind, it might be time to consider planning financially for your children’s future. 529 college savings plans have the benefit of letting parents and relatives invest after tax dollars to later use for qualified education expenses. Or maybe […]
The Supreme Court Stops Biden’s Loan Forgiveness Plan, But Hope Isn’t Lost
In the latest news, the U.S. Supreme Court decided against President Biden’s plan to forgive student loans. A three-year pause on loan repayments is about to end, and unfortunately, there are no more extensions due to a law passed by Congress on June 2nd. But what does this mean for your wallet? No matter where […]
Managing the Marathon: Stages of the Financial Race
Often times I hear many associate running a marathon as two races: the first half with your head and the second half with your heart. However, in my practice, races are made up of many parts regardless of the distance. While no race is the same, some you may find a rhythm immediately. Others, like […]