Last week, President Joe Biden signed the $1.9 trillion economic stimulus bill into law, which sends new stimulus checks for up to $1,400 per person. This news may affect many aspects of your financial plan, including taxes and investment opportunities, and you may...
We’re two months into the new year and now is a great time to ask: how are your resolutions for 2021 holding up? Whether it’s regarding your health, your future, or family, it’s important to take a step back periodically, mark your progress and reward yourself for...
Take a moment to straighten your posture and breathe deeply. Feel that? Do you sense that spring is coming? With it, I feel a renewed hope for the future. In light of everything that happened last year, most of us likely felt overwhelmed at some point— either with...
There’s lots of advice out there about organizing your workday, your family life, even your diet and exercise routine using to-do lists. Today, I’d like to suggest something different for your financial strategy — a to-don’t list. While your strategy shouldn’t be ‘set...
This time of year, as winter bears down, it’s nice to look ahead to spring break or summer vacation. Time away lets us recharge, refresh and gain some perspective. As you dream, plan and save for the days ahead, let me assist you. And while you wait to travel, here...
