Generation X
Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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When Will the Markets Go Back Up?
What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Two Sides of the Same Coin: Inflation and Recession
Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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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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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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States Are Reopening, Are Consumers Starting to Spend?
You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my...
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