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Insightful Reads & Newsworthy Updates

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3 Wise Financial Moves for the Holiday Season

Whether you’re the type to ride at dawn on Black Friday, grasp your phone for the quick draw on Cyber Monday, or skip the madness altogether, one thing remains certain: Before we know it, the holidays will be over. So will 2023.

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Rethinking Your 401(k): Traditional or Roth Contributions

In the world of retirement planning, the 401(k) has long been a popular vehicle for saving. SECURE Act 2.0 provides added Roth 401(k) advantages, allowing matching and other employer contributions. Now is a good time to reevaluate what types of contributions are best for you.

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Navigating Open Enrollment: Your Guide to Making Smart Health Insurance Choices

Open enrollment season is upon us, and it's your annual opportunity to make informed decisions about your health insurance plan. It's a critical time when you can adjust your coverage to better align with your current life circumstances, whether that involves welcoming a new addition to your family, focusing on your health and wellness, or planning for necessary medical procedures.

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Planning for Major Retirement Expenses

Retirement marks a significant transition, not just in lifestyle, but also in financial management. Understanding and preparing for the biggest costs in retirement is crucial for a comfortable and stress-free golden age.

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CASH – From Trash to Treasure

Cash is a cornerstone of any financial plan. Your emergency fund and savings for goals in the next 1-3 years should be deposited in cash. As short-term interest rates have moved from zero percent to the current rate of over 5%, the search for the highest yield has created a confusing marketplace of cash alternatives. It's crucial to weigh the pros and cons of each savings vehicle.

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Money Mindset: The Invisible Force Shaping Financial and Emotional Wealth

Do you feel like no matter what you do, you end up in the same financial situation? That frustration might be the result of your money mindset. With over 27 years in the financial trenches, I've seen firsthand how deeply our financial psyche impacts our fiscal and emotional well-being. Your mindset drives how you make key financial decisions every day, and it can have a big impact on your ability to achieve your goals.

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