Don’t prepay your property taxes until you read this! As a financial advisor and CFP® Practioner I’ve had numerous discussions in the past few weeks about prepaying 2018 property taxes in 2017. Time is running out, this strategy is picking up steam and homeowners are practically sprinting to … [Read more...]
Winter is Coming
Ok, now that I have your attention...I actually mean Tax Reform is coming... As of Saturday (12/2/17), the Senate passed its version of the tax bill and earlier in November, the House passed theirs. Over the coming weeks, the two sides will work together to compromise on a bill. I've been … [Read more...]
Four Ways Fantasy Football is like Investing
The league is not won on draft day and your total returns are not only driven by your initial stock picks. Draft day is a great time to see your friends, catch up over beers and trash talk, but it doesn’t drive the winner of the season. Important decisions such as who to bench, waiver pickups and … [Read more...]
The Sneaky and Costly Financial Mistakes You Could Be Making!
A few weeks ago I discussed several mistakes people make with their finances that they are often aware of but fail to correct. This week, we dive into some of the sneakier financial mistakes people are making that they are not aware of! Substantial assets are tied up in company stock. Company … [Read more...]
You Know Better! Stop Making These Financial Blunders!
Have you ever committed to a healthy night – gone to the gym, had a healthy dinner, skipped the wine, only to wind up with a late night trip to Ben and Jerry’s? Of course you have, at least in some sense… even though you knew that would wreck all of your hard work, you excused away your better … [Read more...]
