Personal Finance Blog

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 painfully

The American Rescue Plan Act of 2021 is massive and complicated - impacting individuals, businesses, educators, state and local governments, while addressing the pandemic

In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the

Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act.

When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last

One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and

Our investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced

Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose

Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering

The question I get most often from clients is, “Why is the stock market doing so well when the economy is suffering?” For most