Category: Encouragement

  • Yes Virginia, Banks Do Make Mistakes

    Technology and quick access to our accounts allow us to believe that everything is alright and the bank will not make mistakes. They do!

  • It’s Here – Time To Adjust Your 2018 Withholding

    For many you have been waiting. For others, you have not thought about it. But for everyone who receives a W2 from your employer, meaning you have federal taxes withheld, you need to review and likely change your taxes withholding. In very late 2017, the US Congress passed major tax reform legislation. This was passed…

  • How Long Is Your Retirement Runway?

    Many of the calls I receive from prospective clients are those in an age window of 45 to 60 year old.  For many of those, while they may not initially admit it we finally get around to the fact that they are on approach for retirement and they are not sure about how they will…

  • Your Child Needs You To Make Adult Decisions

    It seems to be a crazy question, but would you let your child do things that might hurt themselves or negatively affect their life?  Most of us would never let out child play in the middle of the road.  We would never let them play with or stick things into an electrical outlet.  We would…

  • Take Just 5 Minutes and Read This…

    Constantly, I am asked, “what is a financial coach?”  While I try to best explain the concept of what I do, this article really sums it up for both me and for those asking the question.  This article is from the New York Daily News.  If you will take just 5 minutes to read this…

  • Christmas? It’s Here…Again

    Christmas Day is two  months from today.  Is that not hard to believe?  Where I live, the weather is still almost summer like.  Regardless, the gift giving season is upon us.  Are you prepared financially for the holiday season.  Ready or not, it’s here…again. For most you are not likely ready.  Nothing has been saved…