No matter who you are or where you come from, you have goals in life. Things you want to do. The type of person you want to become. It’s a common link between all men and women who have ever lived or ever will live. Inside each of us is a restless soul who wants…
The Government Is Open Again. What To Expect. As you probably know, the longest government shutdown in the history of the United States recently ended.1 During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back. The question many people have asked me…
Of course, it’s not uncommon to see someone resolve to spend less money, save more, or get out of debt. Those are all good, but let’s talk about a few financial resolutions you may not have thought of. Pay Attention to Your Retirement Savings If you haven’t yet retired, and have access to an employee…
Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What were the events we’ll always remember? Most importantly, what did we learn? When we review 2018, it’s possible to draw very different conclusions. If you were to Google “2018 year in review in the…
The start of the New Year nudges many of us into reflecting on the past year and committing to our goals, and ourselves, for the year to come. Some of us are very diligent and some only end up with good intentions. Either way my hope is that you can make substantial change in…
Holiday Schedule We will be closed for Christmas starting at 2:00pm on Friday, December 21st and all day Monday and Tuesday, December 24th and 25th. The office will be open from 9:00am to 2:00pm Wednesday – Friday and Monday, December 26th through December 31st. We will be closed for New Year’s Day, Tuesday, January 1st. ***…
Almost everyone has read Charles Dickens’ classic novel, “A Christmas Carol.” Even if you haven’t read the book, you probably know the story. Ebenezer Scrooge, a rich, miserly businessman, takes cruel pleasure in hoarding his money while his less fortunate employee, Bob Cratchit, struggles just to keep his family warm. But on Christmas Eve, Scrooge…
by W. E. Petersen During the waning years of the Depression in a small southeastern Idaho community, I used to stop by Mr. Miller’s roadside stand for farm-fresh produce, as the season made it available. Food and money were still extremely scarce, and barter was used extensively. On one particular day, as Mr. Miller was bagging…
We have approximately 40 days left to consider a Roth conversion for 2018 (these must be completed by December 31st each year and we prefer December 20th). It’s generally a good idea for investors to consider including a Roth IRA in their overall retirement planning. Roth IRAs have the potential to grow tax-free, which may…
Sometimes people ask me what to watch out for when it comes to investing their money. I think they usually expect me to tell them about a specific stock to avoid, or something like that. But my answer is far different. You see, one of the biggest things to watch out for is actually the…