Nov 10, 2023 | Housing, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Housing Market Frustrations” Last week I spoke about the complacency we feel in the US economy despite some attractive economic metrics. Yes, unemployment is historically low, yes GDP grew over 4% in the third quarter of 2023, and yes inflation seems more...
Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
Oct 13, 2023 | Health Care, Medical Expenses, Uncategorized, Weekly Financial Thought
Blog Can you Save Too Much in a Health Savings Account? Health Savings Accounts are not spoken about nearly as much as they should be. For individuals and families currently enrolled in a High Deductible Health Plan, the HSA is an incredibly tax...
Sep 15, 2023 | Financial Planning, Housing, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “House Rich but Cash Poor” If you are like many other Americans who have owned a house over the past ten years, you’ve seen very nice appreciation and therefore equity build-up in your home. While this shows up on a Net Worth statement, it oftentimes...
Sep 8, 2023 | Estate Planning, Financial Planning, Investing, Retirement, Social Security, Uncategorized, Weekly Financial Thought
Blog “Avoiding Common Retirement Pitfalls” There’s no such thing as one-size-fits-all retirement planning and planning the perfect retirement may be a pipe dream. For many folks, their view of what retirement will look like tends to change after the first...
Aug 18, 2023 | Behavioral Finance, Cryptocurrency, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “America’s Problems are Relative” Not many people would argue with you if you said that America is a great place to live but also has many problems. Whether it’s our national debt, inflation, interest rates, or political division, it can be easy to assume that...
