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How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...
Year-end tax tips
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies...


Why the secret to investing is time
Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns...
To rollover or not to rollover, that is the question
If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k),...


Why financial planning is more than just a document
After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should...


Flex Spending Account vs Health Savings Account
It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...
Where to put your excess cash
If you’re sitting on some cash that you don’t immediately need, it may be worthwhile to review options for socking it away. First off,...


Life insurance as a wealth building strategy
Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation...


Retirement plans for U.S. expats
If you moved abroad, working, and wondering about your options for saving for retirement, then this article is for you. Unlike in the...

Retire early by moving to Palm Springs (case study)
Ready to turn in the badge and call it quits? If retirement is calling your name, you may be wondering what's next, as you contemplate...
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