Home Sweet Home
Buying your first home is considered one of the biggest milestones — in life as well as finances. It’s a big commitment, and there’s a good chance this will be the largest purchase you’ve made to date. If you are
What is a Roth IRA?
If the only thing you know about a Roth is that it rhymes with sloth …well, then this post is for you. So. Are you ready to find out what this Roth IRA thing is? It is a type
How To Tell Good Debt Versus Bad Debt
It might sound strange, but not all debt is “bad.” Certain types of debt can actually provide opportunities to improve your financial future. To make smart decisions about if, when, and how much to borrow, you need to understand the
What’s In A Sector?
For the first time in a long time, the Value portion of the S&P 500 outperformed the Growth portion. Granted, it was only over one week, but it could signal a reversal of a trend that has essentially been happening
Investing Can Pay Dividends
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many
Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in
Borrow or Use Cash?
Thank you to one of our loyal readers for the suggestion of this topic! It’s a good question and one we get a lot from people, especially those nearing or in retirement. And, it usually involves whether or not to
Independence Day
The 4th of July is upon us, and it reminds me of birthdays…my husband’s birthday, my best friend’s birthday…oh and also America’s birthday. It’s a big party day for sure! 😊 Besides birthdays, the 4th of July reminds us of
Can You Dodge the Tax Axe?
I may be creeping into CPA-land here, but we are getting a lot of questions from our clients about what they can (or can’t) do to reduce their tax bill. All of us are still digesting the new Tax Cuts
A Slippery Slope
Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do think it’s good to talk about the