The Importance of Zero-Based Budgeting

Jan 10, 2020 | Investing

“The Importance of Zero-Based Budgeting” Budgeting isn’t the most exciting topic, but it is the nuts and bolts of someone’s financial picture and is a snapshot into what they value when it comes to money.  While saving and investing are important parts of...

Setting Financial Goals for 2020

Jan 3, 2020 | Behavioral Finance

“Setting Financial Goals for 2020″ The thought of new year’s resolutions makes some people cringe.  I don’t think that resolutions are inherently bad, but I have found that they tend to be hopeful statements of achievement rather than clearly defined written...

2010’s, A Decade in Review

Dec 27, 2019 | Behavioral Finance, Investing

“2010’s, A Decade in Review” As the 2010’s decade draws to a close we thought it important to pause and take a look back at how the financial landscape has changed from 2010 through 2019.  Remember how bleak things looked in 2010 as investors had just come...

SECURE Act Impact on Retirement

Dec 20, 2019 | Retirement

“What the SECURE Act  Means for My Retirement” If you are still following the end-of-year political activity in Washington, you may know that Congress is voting on a spending bill to avoid yet another government shutdown.  The House has already passed the bill...

Year End Financial Considerations

Dec 13, 2019 | Behavioral Finance

“Year End Financial Considerations” It’s crazy to think we are 3 weeks from the end of 2019 but that is reality.  Amidst the Thanksgiving hangover, staying focused at work, and getting Christmas shopping completed, it can be easy to let other areas of your life...