The Gap in Financial Planning
Have you ever assembled a piece of equipment, or perhaps a toy for a child, stepped back and admired your great handiwork, only to find a part (or two) leftover …
Budgeting
Say “NO” to Instant Gratification
This month’s newsletter was originally posted in May 2018, but we see the principles as timely. I remember it like it was yesterday. When I was in high school, I …
Giving Freely versus Suffering Want
This month’s newsletter is from April 2018, but we see the principles as timely. There’s a story about a rich man whose land produced an abundant harvest. He was posed …
Tax Planning for College and K4-12 Expenses
To decide on the appropriate account type, you need to first decide how you foresee using the funds. You also need to determine the amount of flexibility you want. In general, the more flexibility you desire, the less tax-advantages you receive. Below are some account types, common uses, advantages and disadvantages:
Reasons to Stay Invested and Reasons to Adjust
How can the stock market be back up given the horrible news of COVID-19 and discouraging economic reports such as unemployment numbers? The stock market and economy are not the same. Yes, there is some correlation between the two. However, the stock market is a leading economic indicator.
Self-Awareness and Money
I hope your fall season is going well and that you’re enjoying the cooler weather. Our newsletter topic this month might seem peculiar. What does money have to do with …