Uncategorized Questions
Mortgage Moment
For most Americans, the family home is your largest asset, competing with your IRA or 40l(k) as the base for...
Stock Slices– Starting Small
You can buy pizza by the slice, so why not stocks? It’s a concept that is catching on in the...
Why Gold
All that glitters is gold these days. Gold has broken through to new all-time highs, nearly $2,000 an ounce. Why...
IDES and Identity Theft
Did you receive an unexpected debit card loaded with unemployment benefits from IDES? You’re not alone! Suddenly, cards are being...
Didn’t Get Stimulus Payment? Do this!
The Link below leads you to IRS form 3911. It says for Tax Refunds, but it is also to track...
Making Sense of Stocks
The stock market has proved in recent days that it can exceed its all-time highs, depending on which indexes and...
Student Loan Rates Drop — but what’s the REAL Cost?
College plans remain suspended for many thousands who are wondering just what the next academic year will look like. Schools...
Taxes Due July 15th
The countdown is on. Like seeing Santa in summer, the July 15th tax deadline is shocking – but real, and...
New “Best Interests” Regulation
A new rule promulgated by the Securities and Exchange Commission known as Regulation Best Interest (Reg BI) goes into effect...
Money News Update 6/24/20
IRS says RMDs Can Be Returned If you took a Required Minimum Distribution at any time during 2020 – or...
Long Term Care Insurance — Act Now!
One of the most tragic aspects of the coronavirus pandemic is that as of June 3, 42% of all COVID-19...
Stock Market — A Second Chance?
The stock market has retraced practically all of its losses. If you gritted your teeth and rode it out, you...
A New Look at Retirement Planning
The recent economic, financial and social changes in our country have impacted not only our investments and financial planning but...
Markets & Money Update 6/3
As the stock market steams ahead today, the disconnect between our social and economic problems looms larger. Clearly, the economic...
IRA Updates
It’s safe to open your eyes now, and time to take a peek at your IRA. Whether you’re still contributing...
Power Play: Fed & Government
Who can do the most to help the economy recover: the Federal Reserve or Congress? Ironically, the economic question may...
Unemployment Soars, Stocks Rise?
How is it possible that unemployment is soaring, GDP is crashing, major retailers are going bankrupt, the word Depression is...
College Decisions and Coronavirus
For the first time in memory, students have the upper hand in college admissions – but only if they have...
Dealing with Debt & Bills Now
As the coronavirus lockdown wears on, the bills are becoming more frightening. Many people are still waiting for unemployment or...
Monday, April 27th Update
PATIENCE IS REQUIRED! The first round of payments went primarily to taxpayers who had included direct deposit information on their...
