What does 2024 have in store?
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
Financial Planning
RMD Reminder
As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]
Happy Thanksgiving
Meaning of Thanksgiving – The Real Celebration For many of us, the meaning of Thanksgiving usually includes feasting, four-day weekends, football games, floats, family reunions, or a forerunner to winter holidays. The “first Thanksgiving,” however, was neither a feast nor […]
Which debt do I pay off first?
How do you prioritize and pay down debt? Highest rate first? Lowest balance? Avalanche or snowball? There are two main strategies to tackle debt efficiently: the “avalanche method” and the “snowball method.” The one that works best for your situation […]
Unlocking the Path to Financial Wellness: Your Guide to Open Enrollment
Open enrollment – it’s a term that often leaves employees scratching their heads. What exactly is it, and why is it so important? In this post, we’ll demystify open enrollment, shedding light on its significance, and how it can significantly […]
