Insights

Insight 2018-05-11T16:00:58+00:00
  • Chance to change

Make changes or rely on chance?

April 25th, 2019|0 Comments

So, you survived your first tax season under the new tax law.  Do you need to make changes now? Tax Cut and Jobs Act of 2017 This was the first tax season filing tax returns [...]

  • Kayaking

Will you reduce expenses in retirement?

March 1st, 2019|0 Comments

This post is another in a series about the dangers of using rules of thumb as a basis for your financial plan.  As I’ve mentioned before, many of these so-called rules were only marginally true [...]

  • Rich Dad Poor Dad by Robert T. Kiyosaki

My take on Rich Dad, Poor Dad

February 27th, 2019|0 Comments

I've been asked a number of times for recommendations for books on personal finances - both for adults and for teens. I've read lots of books on different financial theories, behavioral economics, financial management and [...]

  • Stressed man and woman

What do you do if you’re laid off?

February 21st, 2019|0 Comments

According to the Bureau of Labor Statistics, the unemployment rate is currently around 4%, which is still low by historical standards.  And many companies still have difficulty filling some positions because the skills they need [...]

  • Tax time in calculator display

How to overcome the fear of tax season

February 19th, 2019|0 Comments

There’s no two ways about it.  The U.S. tax code is complex.  Even if you have an understanding of how the tax system works, there are seemingly endless specific provisions that affect some situations but [...]

Is this the right time for a financial Resolution?

January 4th, 2019|0 Comments

Happy New Year! Time for New Year's Resolutions? It’s that time when you see references to New Year’s Resolutions all over the internet.  People ask each other what their New Year’s resolutions are.  Parents tell [...]

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