Written by Shirley Nelson, CFP®, J.D. In this article I will share with you some practices I have tried with my four-year-old daughter to help her grasp the concept of money. Interested in finding out more? Read on! We live in a world where paper money is slowly fading into history. Modern shopping puts goods [...]
Written by Mark Abdalla In 2020, large Mega Tech companies drove stock market returns. In fact, 70% of the S&P index’s 18% return last year were due to Facebook, Apple, Amazon, Microsoft, and Google (aka Alphabet). This year, returns for these big tech companies have been more volatile. In Q1, they lagged the market while [...]
What is vishing? Also known as ‘voice phishing’, vishing is the fraudulent practice of making phone calls or leaving voice messages purporting to be from reputable institutions in order to convince individuals to reveal personal information. Vishing attacks are on the rise Scammers continue to find new ways to trick individuals into sharing personal [...]
Written by Don Huff, CPA The latest Stimulus Payment being offered to qualifying taxpayers is the prepayment of a portion of the Child Tax Credit for the 2021 tax year starting July 15. The new law temporarily raises the amount of the credit for a qualifying child. Children ages 5 and younger will receive [...]
Written by Peter Plevritis, Associate Advisor Returning to Family Gatherings after the Pandemic Family, love them or hate them, you are stuck with them. Coordinating family gatherings can be daunting as a task. The past year has shown us that it can become a logistical nightmare to coordinate with family across time zones on [...]
Written by Jason D. Nickerson, CFP®, EA Ahhh, summer is coming. Warm weather, sunshine, the great smell of a freshly mowed lawn, the lap of the water on the shore of a lake or ocean, Beach Boys and Bob Marley music, I mean, what can be better than all of that? I am sure reading [...]
By Andrew Baron, CFP®, EA The classic saying speaks of the beautiful flowers and warmer weather that follow the dreadful rainy season of April. Cultivating these flowers take time, but are worth the wait as a symbol of sunny warmer weather soon to come. Many of us have a similar outlook on saving, we [...]
By Amanda L. Herrick Smith, CFP® Have the holidays ever snuck up on you and you realized your bank account just cannot sustain the impact of gift giving? Up goes the credit card balances and in comes the final squeeze of the cash flow! Year after year I continued to see this ongoing pattern [...]
Written by: Kelly M. Lewis, CFP®, JD, LLM Yes, I used the word “post-pandemic” even though the pandemic is not over yet. While about 30% of the United States population is fully vaccinated and mask mandates and social distancing seem to be disappearing, we are all still being cautious. What I wanted to talk about [...]
Written by: Amanda L. Herrick Smith, CFP® As we go into spring and the flowers begin to bloom and we have a bit more warmth and sunshine, the housing market begins to take hold in upstate New York. Being a homeowner was something that was very important to me at a young age. I grew [...]
