Sep 11, 2020 | Behavioral Finance
Blog “Financially Preparing for a Child” Having a baby is one of the most exciting times in a couple’s life. Leading up to the birth, you read books, listen to podcasts, and put up with all of your friends and relatives giving you their random pieces of...
Sep 4, 2020 | Behavioral Finance, Investing
Blog “4 Exercises for Better Money Habits” Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions? Here’s the good news: It is absolutely within your control to transform your habits and become...
Aug 28, 2020 | Behavioral Finance, Retirement
Blog “Setting Your Children up for Retirement” For many people, setting their child up for success in the future is one of their responsibilities as a parent or guardian. Setting them up for success comes in many different facets (think life skills, hard-work,...
Aug 14, 2020 | Behavioral Finance, Investing
Blog “Why the Dow Jones is not a Great Benchmark” It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s...
Aug 7, 2020 | Behavioral Finance, Retirement
Blog “Gifting Responsibly and Avoiding Taxes” Each year, the IRS sets a limit called the annual gift tax exclusion which determines how much you can “gift” to someone else and avoid paying any taxes. For 2020, that annual exclusion amount is $15,000 (this can...
Jul 31, 2020 | Behavioral Finance, Retirement
Blog “The Importance of a Health Savings Account” If the last few months are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and elderly...
