Broker Check

Blog

Random thoughts on a variety of personal financial issues. 

The following articles are for informational purposes only and should not be construed as tax, legal of financial advice.  Please consult your tax, legal or financial advisor regarding your specific situation.

 

 

Thursday, July 21, 2022

The purchase limitations and the lock-up periods need to be evaluatedI bonds are U.S. savings bonds designed to protect the value of your cash from inflation. And with inflation surging to 40-year highs, investors are especially...

 

Monday, July 18, 2022

Tips to help with (and where to look for) your own mutual fund due diligenceElon Musk – the world’s richest person – recently announced that he was pulling out of his agreement to buy Twitter, saying that there was a...

 

Thursday, July 14, 2022

Teaching your kids now may be the best gift that you ever give themA four- or five-year-old child may seem too young to grasp the concept of money management, but even at an early age, children waiting in a supermarket checkout line...

 

Monday, July 11, 2022

Questions that all policyholders should ask themselves at least once a yearWhen Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time,...

 

Thursday, July 7, 2022

With a few simple actions, you can help ensure your estate planning is effectiveWhether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are...

 

Show All

Monday, July 4, 2022

The importance of taking responsibility for your own financial well-beingThis July 4th, why not consider issuing your own personal Declaration of Financial Independence? Here is one form it might take:Your Household, July 4, 2022I hold...

 

Thursday, June 30, 2022

Five easy pointers to help you plan during all of your retirement yearsIf you’re retired, you enjoy good news in that you’ll probably live longer and perhaps better that your parents and grandparents did. The bad news:...