As I’ve been reflecting the past few days, I wanted to share two of my team’s personal experiences as we navigate these unchartered waters. Lesson of Gratefulness AND Sensitivity: I was sitting with a small group of people. One person shared her frustration with her children. She was suddenly forced to homeschool and it had…
I hope you and you’re family are doing well during this challenging time! I’ve included a short video update below. #2ndHalfWealth
First, I want to share the good news – no more quarantine! As some of you may have heard, I had a bit of a cold at the beginning of the week. I have made a full recovery. Thank you for all your prayers and well wishes. It never progressed to more than a cough…
History in the Making – Coronavirus and Circuit Breakers Last week I was in Atlanta for a 3-day conference. I flew out of Colorado Springs and noticed three or four facemasks on the plane. There was not an empty seat on the plane. In the Atlanta airport, there were a few more masks but it…
The Wall Street Journal has done a very thorough job of estimating taxes under each of the Democratic candidates for president. The takeaway is clearly that there’s a possibility that the Democrats may once again control the presidency and one or both houses of congress. When that happens the current plans on the table (representative…
It’s a leap year! That means we have twenty-nine days to enjoy in February instead of the usual twenty-eight. But the question is, what should we do with the extra day? Most people will probably treat the 29th like any other day. But as a financial advisor, I have a suggestion. Why not use the…
Your retirement plans and accounts may remain under threat as our government requires more and more revenue. I am just going to list a few of the threats. I suggest you read the article so you can learn the details, why changes are being considered, and what the implications will be. We have developed strategies…
We are well aware of the last two day’s market action. It’s painful to say the least. I’m sharing two resources as an update. The first, from a well-known, distinguished economist, Brian S. Wesbury. In part he says (read his full report here), “From a macro-economic point of view, the real question is how will…
More Than Half of Americans Have Avoided Medical Care Due to Cost Healthcare planning is increasing as a concern for overall financial planning for ALL Americans, not just those over age 65. Many Americans are even avoiding getting treatment because there’s uncertainty over their out of pocket healthcare costs. I’ve seen this more than once…
A new year means new tax changes. With the recent SECURE Act, and the Tax Cuts and Jobs Act back in 2017, there are many updates to the tax code that could affect how much money you keep and how much goes to Uncle Sam. I’ve included some of the most significant tax-related changes for…