Resources and Information

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5 Ways to Waste Your Retirement Savings
October 14, 2020

After decades of watching your nest egg grow, your thinking will shift after retirement. Now it’s time to spend that money – wisely, of course. Instead of focusing on accumulation, you will begin to consider ways to make that money last for the rest of your lifetime. So, you will…

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Will We See Another Stimulus… Or Not?
October 7, 2020

As of the beginning of October, Congress has yet to pass another stimulus bill, which would provide direct payments to many Americans. However, with both Democrats and Republicans agreeing that we do need another rescue bill, it is possible we will witness continued negotiations leading to a final bill before…

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Why You Shouldn’t Panic Over an IRS Late Notice
September 15, 2020

Normally, we all file and pay our taxes in the spring. Then by summer or early fall, the IRS begins to send out late notices. This makes sense if you truly forgot to pay your taxes… But this year, many taxpayers who did file on time are receiving those scary…

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4 Ways to Fight Against Lifestyle Creep
September 8, 2020

Have you ever noticed that a raise or bonus brings joy, quickly followed by a desire for a new car or a home improvement? The phenomenon is called “lifestyle creep”, and it refers to the habit of continually increasing the cost of your lifestyle simply because you can (as opposed…

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