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Americans on Social Security Will See the Largest Social Security Cost of Living Adjustment in 40 years
The Social Security Administration has announced a cost-of-living adjustment (COLA) to American’s who are currently receiving social…
David here…checking in and “taking your pulse”…
I am writing this email proactively, as I always like to stay ahead of my clients’ concerns. …
What We Are Watching – Upcoming Tax Changes
Throughout this entire year, we’ve been hearing mumblings about Biden administration future tax changes and what they…
Should You Consider a Roth IRA Conversion?
This year, some of the most frequent conversations we’re having revolve around upcoming tax changes. In 2018,…
What We’re Watching – The $1T Bipartisan Infrastructure Bill
You may have seen over the past couple of weeks that a historic $1T infrastructure bill has…
Should You Contribute Roth or Pre-Tax in Your 401(k)?
During one of my recent blog posts, I went through the discussion of deciding how much to…
How Much Should You Contribute to Your Employer-Sponsored Retirement Plan?
One of the most common employer benefits in our country right now is an employer-sponsored retirement plan….
6 Months of Expenses in an Emergency Fund Instead of 3
It’s no secret that the COVID-19 pandemic from 2020 has altered how nearly everyone views money and…
Real Estate vs. the Stock Market
The age-old argument of real estate versus the stock market… which is better? Which has the best…
Obligation vs. Leisure Expenses
When it comes to expenses, we all know it is more fun to spend money on things…
My Experience With Paternity Leave
On March 29th of this year, my family welcomed our newest addition, Ivy May. My wife, Rachael,…
Mid-Year Review 2021
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the economy…