Beware of Predictions
If you are like me, the fatigue of social distancing and sheltering-at-home has come. Although we have had sweet times as a family during these times, I am ready for …
Other
Reasons to be Hopeful
These are certainly days we will remember – for our generation, and generations to come. The COVID-19 pandemic has rocked our world…literally. We are being tested – our beliefs, our …
From Dream Crusher to Valentine’s Gift
Two meetings, two titles. How do I reconcile the two? Some days, yes, we are the Dream Crushers, advising clients to not take a path they so desire. And sometimes, we are hopefully a gift to our clients, guiding them in financial matters that bring long-term financial peace.
How the SECURE Act 2020 Affects You
The SECURE Act (The Setting Every Community Up for Retirement Enhancement) was signed by the President on December 20th with a January 1, 2020 effective date. This Act was part of the Spending Bill and significantly affects IRA planning.
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 …
A Counterintuitive Freedom
I hope you are having a good summer. I always enjoy the 4th of July holiday. I anticipate good food, good fellowship, and of course, some fireworks! Before I continue, …