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In today’s ever-changing world of financial planning, the advent of robo-advisors has become more commonplace. Of course, there are advantages and disadvantages to the use of investment tools. In [...]

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

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 [...]

First know, I apologize for any inconvenience, but due to issues with the site I will not have a post this week. I am working on making the site more user-friendly and speeding up the load times [...]

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 [...]

Starting the New Year Starting the new year off right, well, 2018 is in the past, and we now must look to 2019 for the future. Let us take a minute to look at what has happened in the previous [...]