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Educate Your Kids About Money

Educate Your Kids About Money

Children  are told we don’t talk about money. We don’t ask people how much money they make for a living or even how much things cost. To an extent, this is fair, and children should be taught to respect privacy, but we cannot afford to stigmatize money topics as off...

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Investment Strategy: Tax Loss Harvesting

Investment Strategy: Tax Loss Harvesting

Investors may feel there is no end in sight when markets are heading downward. It can be difficult for investors to appreciate a down market could bring anything positive. Keep in mind however that we know down markets do not last forever. The average bear or negative...

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2018 Tax Refund? No Regrets Spending Ideas…

2018 Tax Refund? No Regrets Spending Ideas…

The IRS reported an average tax refund of $2,600 for 2017 taxes.1 Tax refunds  can leave a family with a big question mark on how to best spend the funds. It’s your money and decision but our goal is to set the course for you and your family to have a more stable...

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Cash Out 401k  After Leaving Employer?

Cash Out 401k After Leaving Employer?

Not everything in life is planned or predictable. Sometimes leaving an employer you’ve been with for 5+ years happens abruptly, and you are faced with many decisions, including how to handle your 401k or similar employer facilitated retirement account. In haste and...

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