I’ve become increasingly aware that although I share with you strategies, tips and whatnot every week — it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That’s ESPECIALLY true as we ramp up on the cusp of […]
It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been “blessed” with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed, as I write this on Monday, the Chinese markets have dived 9 percent, and the […]
There was some eye-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG … … As of July, 6.9 million Americans with student loans hadn’t sent a payment to the government in at least 360 days, quarterly data from the Education Department showed this past week. That was up 6%, or 400,000 borrowers, from […]
We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay attention to politics are all probably eagerly looking forward to being done with the Presidential election cycle (which is still more […]
There is a bit of a flood of recent tax-related news that I’d normally dispense with in the opening remarks of my Note here … but it’s weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the bigger news is this: NFL […]
I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of different attitudes, circumstances […]