December 9, 2019

The U.S. consumer continues to be one of the bright spots in the global economy.  Indeed, U.S. consumers continue to spend as if they have plenty of money, and they do.  The purchasing power of consumers continues to rise in record-setting territory.  Similarly, the U.S. consumer debt service ratio, that is the level of debt payments comp...

December 2, 2019

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st.  Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019.  By taking action now, you...

November 25, 2019

It has been an exceptional year for stocks and the S&P 500 is hitting new highs.  The rally continues to be broad, with all the S&P 500 sectors but energy posting double digit gains this year.  Of course, it is at just these points that we begin to wonder how long the rally can last.  Certainly, the stock market is not cheap, but this ral...

November 18, 2019

Paying for college is one of the most significant expenses that many households face, after retirement, and housing.   If you have a kid in college as I do, or you are about to start the journey of paying for college, then you should become well acquainted with the FAFSA, “Free Application for Federal Student Aid,” from the U.S. Departmen...

November 11, 2019

As we move into the holiday season families across the country will come together – and refuse to talk about money.  Admittedly, talking about finances and estate planning can be a sensitive topic and getting mom and dad to admit they need a little help may be even more difficult.  Here are a few tips for having a family estate planning c...

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