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...

November 4, 2019

Paying off the mortgage is a noble goal and is a great idea for most Americans.  Having a ‘mortgage burning’ or ‘debt free scream’ is a freeing event that brings peace of mind knowing that you own the roof over your head.  However, while paying off the mortgage is a noble goal, retirees should think twice before pulling a lump sum out of...

October 28, 2019

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, and is showing promising signs of becoming law by the end of 2019.  The law makes several significant changes to retirement accounts, including pushing back Required Minimum Distributions from age 70 ½ to...

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