Being purposeful with your purchases is something I discussed in my last blog post, which can be found here.

By now, you have probably heard all about the economic stimulus payments that were approved through the CARES Act. In general, each individual is eligible to receive up to $1,200 and married couples could receive...

As with most things in life, financial resources are finite. How you approach your finite resources can either set you up for success and fulfillment or leave you feeling strained.

I will start this blog post with a confession. I am not the travel planner in our household, and for good reason. My wife is much better than I when it comes to coordinating schedules and all the details that must...

Cyber attacks have risen as many Americans have begun working from home amid COVID-19 “stay at home” orders. While working remotely, keep yourself (cyber) safe with these 5 tips.

Imagine a world where you don’t wake up in the morning to a plethora of headlines – some positive, the overwhelming majority negative, but collectively confusing and overwhelming – accompanied by stock prices...

Everyone loves saving taxes. And with the stock market’s downturn, Roth conversions are gaining more attention as a way to do just that. What exactly is a Roth conversion? When do they typically make sense? As with...

With the recent downturn in the markets, you may have heard us mention the phrase “Tax Loss Harvesting”. Before I dive into the myriad benefits of tax loss harvesting, I think it’s important to mention the basics...

It is no surprise that COVID-19 has disrupted the work of millions of Americans, whether they be restaurant chefs or waiters, engineers, construction workers, architects, physical therapists, etc. Measures taken to...

Last month, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (known as the CARES Act) to assist with a wide swath of US business and consumer economic support. We’ve written previously about...

As “stay-at-home” orders are extended due to the COVID-19 Pandemic, people all over the globe have changed their spending habits. In times when the ability to spend is restricted, economic activity often slows.