Generation X
Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
When it comes to retirement, the earlier you start planning, the more comfortable your golden years will be. Knowing where to begin, how...
Read More
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...
Read More
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...
Read More
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...
Read More
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....
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More