Inflation is Coming, Learn Why!
I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m...
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American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know
The American Rescue Plan Act of 2021 is massive and complicated – impacting individuals, businesses, educators, state and local governments, while addressing the...
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Three Considerations to Help Women Achieve Financial Independence
In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize...
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How the CARES Act Suspension of RMDs will Affect Your Taxes
Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES...
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2021 Market Outlook
When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than...
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The Housing Market Is On Fire, Is It 2007 All Over Again?
One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood...
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Market Optimism
Our investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election...
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Has the Federal Reserve done enough? Will we see negative interest rates?
Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could...
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Be Prepared for Your First-Time Home Purchase
Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are...
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