Episodes
Thursday Apr 04, 2024
Tuesday Mar 26, 2024
Tuesday Mar 26, 2024
I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant.
Tuesday Mar 05, 2024
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.
Friday Feb 02, 2024
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.
Friday Jan 05, 2024
Thursday Dec 14, 2023
Thursday Dec 14, 2023
Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!
Tuesday Dec 05, 2023
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life.