Spring Financial Cleaning Spring is the perfect time to clean up and declutter your finances, just like you do with your home. With tax season over, you have the documents
It’s that time of year again, taxes :(. As Tax Day approaches, many of us are looking for ways to minimize our tax bill. Fortunately, there are still some last-minute
The unemployment rate is often the most important factor when considering if the economy will go into a recession. It has a perfect forecasting record going back to 1948 and
Just before Christmas Congress passed new legislation called SECURE 2.0. It makes significant changes to the ways Americans can save and invest. The original SECURE Act was passed in 2019
The start of tax time is on the horizon and it’s time to prepare your end-of-year money moves. No one wants to think about their personal finances around the holidays
See A Sample Financial Plan I’ve found things go better when you have a plan. Your finances are no different. Therefore, I thought I’d share a sample financial plan and
Inflation has proven to be a persistent burden driving just about everything up. It has averaged a dreadful 8.2% for the year. One of the unintended benefits of high inflation
Are we in a recession? U.S. economic production fell 0.9% in the second quarter of the year, the second consecutive drop. Most economists define two consecutive quarterly declines in gross
Last week the Fed raised interest rates by half a point to combat inflation and it’s possible more are coming if inflation continues on its course. It was their biggest
This month I’m covering health savings accounts (HSA). HSAs are only available if you have a high-deductible health insurance plan (HDHP). They are a rare breed in terms of tax-advantage
