5 Home Gadgets that Save Money

If you’ve ever owned a home, then I am sure you already know how quickly the costs of owning and maintaining your place can add up. Nowadays, companies are using technology to provide homeowners with products to simplify their lives and save them some money but it’s easy to get lost in articles and reviews …Read More

Simplify Your Life

Do you ever feel like you’re overwhelmed and overloaded? Do you have a ton of things happening all at once? Is your to-do list overflowing and continually growing longer? If so, you’re in luck because if you didn’t already know, the first week of August is national ‘Simplify Your Life’ Week! So the question here …Read More

Will Your Tax Bracket in Retirement be Higher or Lower?

Be careful. Are you sure of your answer? Most people say “Lower”, but in reality, things can occur that often keep your tax bracket the same or even increase. What causes this to happen? The loss of all the deductions you experienced during your working years. Let’s take a look at the top 4 deductions …Read More

Become “Financially Fit” with this Financial Cleanse

We’ve all heard about all of the latest diet and cleansing ‘fads’ out there – the ones that guarantee that you will lose 10 pounds in just a few short days without ever having to lift a finger. While I can neither promote nor devalue any of the cleanses currently on the market, I do …Read More

Quitting Your Job? How to Prepare…

Quitting your job can be stressful. Not only are you a nervous wreck, staring into the mirror, rehearsing the resignation speech you have to give your boss, but your personal finances can cause an entirely different level of pressure during this time. The questions sound something like this: “Is this a stable job? Is this …Read More

The 401(k) Rollover

Many employers offer an employer-sponsored retirement account called a 401(k), as I’m sure you’re aware. But, many people aren’t aware that when you leave a job and you’re preparing for retirement, that the money in your employer-sponsored 401(k) provides many benefits to “take the money with you”. Let’s take a look at a few of …Read More

Hello Summer!

Happy First Day of Summer! Did you know that in the United States over 650 million long-distance trips are made during the Summer? Planning and preparing for all those vacations can make the little “to-do’s” fall to the wayside. Take a look below at a few reminders to ensure you’re not missing anything: Sell It: Now is …Read More

Reminder: Father’s Day!

If you thought it was hard to find the right gift for Mother’s Day, trust me when I say, Dad’s are not any easier to shop for. Father’s Day is a special day to recognize fatherhood and celebrate the important fathers and father-figures in our lives. Remember to show extra thanks to all of the …Read More

How the Fiduciary Rule Affects Ordinary Clients

Written by Brian O’Connell & originally published on insurancenewsnet.com The DOL Fiduciary Rule is at least partially now in effect, and, until now, the overarching question has focused how the new rule will impact financial advisors. But hold the phone – shouldn’t the real question be how the new rule impacts the ordinary investor? The answer to that …Read More

Tips for Buying a New Car

You’ve pushed it off as long as you can, but the time has finally come. You’re at your wits end and have decided that you’re done funneling more money into a car that is no longer worth it. It’s time for a new “ride.” Purchasing a new car/truck/van, can really be an exhausting experience; hours …Read More