Forward Thinking

Forward Thinking

The markets have always been a predictor of what’s to come. Everything feels bad, looks bad, and the outlook seems pretty bad on many fronts for the rest of this year. The market, both on the stock and the bond

Should I Pay or Should I Go?

Should I Pay or Should I Go?

Recently, we have been fielding many questions about whether it is more prudent to use excess cash to pay off a mortgage or go invest.  While we do answer this question with regularity, the interest in paying off (or accelerating

An 8% Raise

An 8% Raise

Just because you are eligible for Social Security benefits doesn’t mean you should start taking them right away. We often hear our clients ask about taking social security as soon as they are able, using reasoning such as:   “I

The Big Picture

The Big Picture

When thinking about the blog topic for the day, the only thing that seemed appropriate to write about is the ongoing conflict in Ukraine and the economic fallout seen in the market over the past few weeks.  Heavy topics to

The Splits

The Splits

In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its

Tax Time?

Tax Time?

As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS

Strategizing

Strategizing

Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym!   This year, the varsity