Personal Finance

Okay, last week I posted a blog from a year ago when I warned of the potential tax situation for your 2018 liability. I know many of you have seen and read about people getting smaller refunds [...]

This week I am going to re-post my February 13, 2018 blog entitled “2018 Tax Estimates and Their Effect on You.” As many people are finding out now their tax situation is not exactly [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

Many people who read these posts are not in retirement mode, but they should be. Let us face the facts that many of our parents and grandparents worked for a single company for the majority of [...]

As I have alluded to over the previous year, the new tax bill has some distinct flaws. One of them is that many companies, including the federal government, did not withhold the proper taxes from [...]

Five Timeless Sayings for Financial Success When it comes to personal finance, some “typical” savings are true regardless of who says them. In this post, we will examine five of these sayings and [...]

Where will 2019 take us? There is absolutely no way to predict what will happen in the markets or the economy both here and around the world. But one thing is certain, all of that will be as [...]

Attention to Year End Finances It is the end of the year, and that means a few things for people financially. For some, it means that they will start gathering their paperwork to do the all [...]

Three Buckets of Saving So, how do you invest when the markets are going every which way? Well, the answer is you take a holistic approach to your investing. Most people actually know what it is [...]

A Lost Year in the Markets? The last year for the stock market has been one of severe ups and downs. Many people think that in addition to the tax cuts which do not appear to have panned out the [...]