End of Year Financial Checklist! Seriously? It’s almost Christmas again? Yikes! Before you go and “break the bank” this season, let’s review a few things
Why Term Life Insurance May be the Better Choice for Your Family
Most know life insurance is one way to help secure your family’s financial future against the unexpected loss of your income. However, determining what
Portia L. White, CFP® on Health Savings Accounts
Portia L. White, CFP® talks about the benefits of what she refers to as the “Super Roth IRA” better known as the HSA. You
The Happiest Couples
We have all heard the expression, “there is more to life than money.” No one would dare disagree, but we also can’t deny that money
Four Common Roth IRA Concerns
There is a list of objections commonly used against the use of a Roth. The following are answers to the most common tax concerns. Concern
Delay Social Security, Not Retirement
Most people think that they can’t retire until they take Social Security. So, when I advise them to delay their Social Security benefit until age
Essentials to Brighten Your Budget
You cannot take control your financial life if you don’t know two basic things: (1) how much money is coming in, and (2) how much
Save a Latte Money
I did a basic calculation this morning… if I gave up drinking my morning grande latte, how long would it take me to lose 8
7 Things to Consider Before Year-End
It’s almost here… 2019! Following are a few of the things that you should be considering before year end. RMD’S: For those of you who
Social Security: What to Look Forward to in 2019!
What’s New: For those of you currently receiving Social Security benefits, you will receive a 2.8% cost-of-living adjustment (COLA) in 2019 and it should be