Helping pave the way towards financial freedom
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”…
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…
I’m a daily podcast listener. I listen to 2-3 a day, and hundreds of them a year. Listening on 1.3x speed I can get through them quicker, typically when doing chores or getting exercise. A couple of years ago I shared my top 10 most frequently listened-to podcasts. I still listen to them and for…
It’s been months since most of us, myself included, have shuttered the office and started working from home. Like many, I’m feeling the strain of upended life. How about you? Are you ready to venture out again? In this post, I thought I’d provide a rundown of some of the latest economic projections as well…
When our $21 trillion economy comes to a screeching halt, there’s going to be an economic contraction. That’s what we’ve all been experiencing the past couple of months as we deal with the Coronavirus. The Federal government’s $2 trillion fiscal rescue act is part of extraordinary measures attempting to limit the impact to our economy….
Presidential election years bring a lot of uncertainty and stress to people. Anyone not living under a rock can see it in social media, on TV, or just overhearing conversations in public. In fact, during the 2016 election cycle, one study found that at least 50% of Americans were more stressed out because of the…