Helping pave the way towards financial freedom
I get it. Being a single parent is tough! I don’t know from experience, but I know that parenting in general – is tough. I work with a number of single parents, and I relate to their struggles. Tack on the disruption of a global pandemic, and everything that goes along with that (home school,…
Whew – that was fun right? Well, maybe not that fun. The roller coaster ride, otherwise known as the Year 2020, was quite a doozy. This time of the year always leads us to review and reflect on what just took place, and I always review portfolios to see if we make changes. We should…
We all have read about The CARES Act – which was passed in March 2020 amidst the onset of COVID-19. The package included over $2 trillion in economic relief for businesses, workers, families, and governments. Now that the year is almost over, some benefits included in the CARES Act are expiring. Many Americans have relied…
The final weeks of 2020 present a critical planning window for tax planning options—many that may disappear after December 31. In a year filled with financial and personal struggles, many investors can turn lemons into lemonade by implementing certain strategies. But, time is running out to do so. Before 2020 comes to an end, here…
Whew… What a month this has been. What a year this has been! I feel like I’ve got many more gray hairs than I did in September. How about you? How are you feeling? I have done a decent job managing the amount of media content I absorb in 2020. I used to be addicted…
We’re moments away from the U.S. Presidential election and honestly I can’t wait for the relentless politicking to be over. COVID-19 case counts are rising around the country and winter is coming. A stimulus deal to help the folks who are scraping by seems stalled. Markets are volatile (up and down). It’s challenging to feel…
Let’s talk about climate change. The wildfires, hurricanes, and floods we’ve seen in 2020 (on top of an already-awful global pandemic) make this an important conversation to have. We all know what “weather” is. It’s what we feel outside, day to day. Climate is defined as the “usual weather” of a place. So “climate change”…
And we’re in the final stretch…of an eventful 2020 that is. More excitement and volatility are all but certain, as the election and progress of COVID-19 are closely watched. For now, let’s review some of the various index returns from the past couple of months: Index 3rd Quarter 1 YR S&P 500 Large Cap Index…
When thinking of topics to post about, I couldn’t help but think about some of the less desirable customer service experiences I have had lately. These kinds of things have been happening more and more recently, but here’s what has happened to me this month alone: My mortgage person has become non-responsive to my 2…
Although I observe, read, and learn a lot about the markets – I rarely have time to post about what’s going on. And I am typically busy doing planning with clients and rebalancing their portfolios. But here are some talking points and observations about the current landscape. As a backdrop, I have been observing a…