But What About Taxes and Spending? When 2023 kicked off, there were two storylines every economist, analyst, and financial professional were keeping an eye on. Two potential crises that could upend the markets. I’m referring, of course, to the debt ceiling and the possibility of a recession. Now, six months later, I’m…
Happy Father’s Day! Recently, I came across a sweet story that really put the holiday on my mind. In honor of all fathers, I’d like to share it with you. Earlier this spring, the staff at the World Bird Sanctuary in Missouri witnessed an unusual sight when an old, male bald eagle named Murphy…
Is summer finally here?! I don’t know about you, but I’m excited for a change in seasons. What a winter we’ve had in Colorado. It’s been a great year so far, but an extremely busy one. Fortunately, we’re in for what looks like a beautiful summer, and everything is now so green. Don’t you…
I know a fair amount of you have this still on your to do list. Here’s a super reminder. Should you print it and put it on your fridge? If you need suggestions, send me a note. Summer is here and we’ve finally had a nice few days. Enjoy!! #2ndHalfWealth …
When the U.S. declared war on Germany in April 1917, many Americans immediately signed up to serve. One of them was a young man named George Seibold. Raised in a civic-minded family, George was not content with just any type of service. Wanting to make as big a difference as possible, he volunteered for one…
Questions You Were Afraid To Ask In March, I broke down some of the most common terms associated with bonds and what they mean. But there was one term I left unexplained – and often, it’s the one you hear the most about in the media. I’m referring to a bond’s yield. So, without…
On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1 Here we go again! This announcement was not a surprise. The U.S. officially hit the debt ceiling in January but were able to…
Happy Mother’s Day! A few weeks ago, I was thinking about what sort of flowers to get my wife. I started researching the deeper significance behind many types of flowers. Doing so really made me think about my own mother and all the things she means to me. So, in honor of the holiday,…
IF You Plan Ahead As we start getting into summer, I’ve had several friends tell me about their vacation plans. Listening to them talk, it’s clear they’ve put a lot of thought and effort into planning for their trips. That got me thinking: what if people put as much time into planning their retirement…
No one thought much about it when President Ronald Reagan began to make changes to Social Security in 1983. How old were you? Maybe in your 20’s or 30’s? We were all interested in other things at that point in our lives. Today, April 20, is the 40th anniversary of the 1983 Social Security…