Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
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Wednesday, March 17, 2021
Part 2 of our Budgeting series started last month, will continue next month. On March 11, 2021, President Biden signed the $1.9 trillion coronavirus relief package known as the American Rescue Plan (ARP) into law. This is the third...
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Friday, February 26, 2021
The last 12+ months have likely had a financial impact on everyone. What kind of impact runs the gamut, from those who lost their jobs or some part of their income to those who managed to save additional money due to their limited...
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Thursday, January 14, 2021
On December 27, 2020, President Trump signed into a law a new $900 billion coronavirus relief package. This much-anticipated bill was paired with a $1.4 trillion bill to continue government funding into September. We are already in the...
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Monday, December 21, 2020
What’s one positive that can come from an unexpected challenge, whether a natural disaster or a health event? We take a step back from the daily grind and look at how well we are prepared if and when another challenge comes. Many...
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Wednesday, November 18, 2020
The Social Security Administration announced that the official Cost of Living Adjustment (COLA) for 2021 will be an increase of 1.30%. This is slightly less than the 1.60% bump we saw in 2020, and much smaller than the 2.80% increase...
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