WHEN IS THE NEXT RECESSION? That’s one of the questions we hear most often. And for good reason. Recessions can be complicated, misunderstood and sometimes downright scary. With the U.S. expansion nearly 10 years old,… Read More
Newsletter: The Tax Trifecta
If you qualify for a Health Savings Account, you may actually be able to get a tax deduction, grow money tax free, AND have money withdrawn tax free for qualified health care expenses! Of course,… Read More
Newsletter: Is The Stock Market Overvalued?
Not as much as you may think. See the slide below… But……stock market valuations do not have nearly as much impact on retirement success as: Living within your means. Investing in line with your risk… Read More
Newsletter: Student of the Market
Happy New year to you and your family. Below are some interesting points over the past year and decade. Let me know if you have any questions at all. I am here to help you… Read More
Newsletter: Small Business Owners
Big changes ahead for small business owners, part time workers, people who have 529 plans, 401ks and IRAs. The SECURE act has many changes. Some good. Some not so good. A few bullet points are: -RMD… Read More
