This is the Stealth Tax I’ve written about before. We did a search and very sadly I’ve written about this six times over the last 30 months. Sorry it seems to be a broken record! Here’s my previous writings: 12/10/2020 The Stealth Tax 5/13/2021 They’re Coming For You – We Are Broke! 9/23/2021 Only…
For Your Lifestyle Planning Folder Planning for retirement is not just about finances; it’s about planning for your overall well-being, which should involve thinking about your health and personal needs. I understand that no one wants to think about the possibility of needing long-term care. Oftentimes it is something that is put off and…
With Colorado Springs elections right around the corner I thought it would be a good time to share some information about the Financial State of Colorado Springs. Every year Truth in Accounting produces a report and reviews the 75 largest cities in the United States from an accounting perspective. It currently shows that…
If only we could get Spring to come. Pike’s Peak just got covered up again! Either way, it’s a good time to begin thinking about some financial spring cleaning. Anything we can help with? Give us a call. #2ndHalfWealth 1-05278717 11/30/2023
SVB Update For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of the largest, most storied financial institutions in the world — think Lehman Brothers, Bear Stearns, and others — collapsed, never…
Questions You Were Afraid To Ask The only bad question is the one left unasked. That’s the premise behind this series. Each covers a different investing-related question that many people have but are afraid to ask. Last month, I answered the question, “What’s the difference between the various types of bonds?” This month, I’d…
If you’re a big fan of St. Patrick’s Day, you will wake up on the 17th, daydreaming of what’s to come. You can smell delicious, corned beef, cabbage, and the faint richness of Guinness floating in the air. You can almost taste it. Everywhere you look, you’re seeing green. Shamrocks on clothing, grand banners, even…
How long will you live? It turns out this vitally important question tends to be given little thought by most. In the last two weeks I’ve reviewed three articles on this subject. Here’s one from Fox Business. New studies disclose that very few Americans know or understand their life expectancy. Because of…
Questions You Were Afraid To Ask Some time ago, I wrote a series called “Questions You Were Afraid to Ask.” Each installment answered a common question many investors have but feel uncomfortable asking. When I was young, I was taught that “The only bad question is the one left unasked.” As a financial…
Don’t Take It Too Soon This topic will affect millions of people in our country. It seems every day I answer some form of the same question, “When should I (or we) take Social Security benefits?” For many this benefit may be the largest asset they have. And this one decision may be…