Financial Markets Are Complex Financial markets are extremely complex and I find that when markets are positive for an extended period of time, we have a tendency to take more risk and gain a sense of overconfidence. This point was […]
As a CERTIFIED FINANCIAL PLANNER® I talk to clients regularly about the importance of living below their means. I understand that on the surface it sounds easy but in reality for some its very difficult. Either they don’t make enough […]
Here are our Favorite Articles of the Week Nothing Better Stress and Comfort – Careful What You Wish For 54Stocks Deep in the Weeds Let’s Talk About Shrinkage The Despair of Learning Can a $5billion Man Not be Powerful? Complicated […]
How much can I invest in a 529 plan? Answer: Section 529 of the tax code requires that a 529 account not accept more contributions than are necessary to meet the qualified education expenses of the account beneficiary. A plan […]
Is Tax Day a good or bad day for you? In the financial planning world, we would say that getting a big refund means it’s a bad day… I bet you didn’t see that coming! A big refund is merely […]
