While you were busy wrapping presents on December 20, 2019, Congress was busy changing the way we withdraw money out of our retirement accounts as we know it. The SECURE Act (Setting Every Community Up for Retirement Enhancement) has many provisions, but the biggest changes we want to bring to your attention are the “Death […]
With the new decade comes new opportunity for fraud. While not as widespread as the Y2K fear, the rumors of fraud with dating checks or documents with “20” instead of “2020” is one worth familiarizing yourself with. Let’s say you are writing a check to a rogue dog sitter and date the check 1/15/20 and […]
“It is this company called Sendrax. They have this special technology thingy for televising opera.” – George Costanza, 1990 As ridiculous as this stock tip may seem, replace Sendrax with another technology company and televising opera with a new app and it could just as easily be the same unsolicited financial advice so many receive […]
With the US Stock market finishing the decade in such strong fashion, you don’t have to look far to hear someone talking about the fear of the next recession. David Booth, founder of Dimensional Funds, was recently featured in Worth Magazine teaching how investors can have a rewarding experience by changing the way they think […]
Kids start listening and learning about money at a very early age. What a fun and interesting concept to talk with them about! When counting a pocket full of change with a 4-year old, playing Monopoly with a 7-year old, to setting goals and matching savings for the new iPhone for the 15-year old, there […]
