Insights

Insight 2018-05-11T16:00:58+00:00
  • 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 [...]

Where should you be invested in your 40s?

December 10th, 2018|0 Comments

You can do a quick Google search and find countless articles from news outlets that tell you how you should be invested if you’re in your 40s.  If you fall into that segment of the [...]

  • Tax Planning

When you should consider taking capital gains this year

November 26th, 2018|0 Comments

One of those financial rules of thumb that can hurt you - It's always better to pay later rather than paying now. The question isn’t just whether you should pay now or pay later.  The [...]

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