Show Me The Money!
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Do you like to shop with coupons, wait for sales, and rack up rewards at stores you frequent? Then maybe using the Restricted Application strategy is for you.
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Blog
What If Vacations Never Ended?
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Summer is coming to an end. How do you plan for a permanent vacation?
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September is National Preparedness Month
/Did you know Indiana sits on several earthquake fault lines and has experienced earthquakes in the past?
Read MoreDo You Know Your Investment Accounts?
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Millennials will be one of the first generations of Americans required to fund nearly 100% of our own retirement.
Read MoreThe Basics of Stocks and Bonds
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Both of these investment types carry their own sets of advantages and disadvantages. These can depend on a myriad of things including an investor’s tolerance for risk, the market cycle, the financial strength of a company issuing the stock or bond, and even interest rates and inflation.
Read MoreOngoing Communication with Your Planner
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I began traveling in my early twenties and had no need for travel insurance. I thought, “Why add the extra expense since I am invincible?”
Read MoreQualified Charitable Distribution for Taxpayers Over 70 ½
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A Qualified Charitable Distribution (QCD) is a direct transfer from your retirement account to a qualified charity. The benefit is that the distribution is not added to your taxable income.
Read MoreWhen is a Recession Declared a Recession?
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There have been a lot of discussions lately on whether or not we are headed for another recession. There has also been a lot of controversy over what defines a recession.
Read MoreConsulting an Expert or Hiring it Out
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I took a week off in May for a staycation. Of course, I had a list of things to do that week, with the biggest project being to tend to the craftsman-style columns on our front and back porches.
Read MoreWhat Should You Be Telling Your Financial Planner?
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Let’s face it, most of us have made a financial decision that we are not proud of. It happens to everyone. If you’re asking a financial planner for help, however, keeping secrets can prevent your planner from building an effective plan of action.
Read More8 Practical Things You’ll Want to Consider Before You Purchase a Home
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Figuring out where you want to live and what kind of home you want comes with quite a bit of research. Doing the research will pay off when you avoid buyer’s remorse and find a home you’ll love living in for a long time. Here are 8 helpful hints of things to consider before you decide on a home purchase.
Read MoreExpanding Your Mortgage Vocabulary
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Not many of us have the good fortune of winning the lottery or making a salary large enough to pay cash for our homes. Chances are, if you’re ready to purchase your first home, you’re going to need a mortgage loan to pay for most of your purchase.
Read MoreFeeling Secure
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Like everyone, my personality, values, dreams, and hang-ups have been shaped by my childhood. For various reasons, I didn’t feel like I had much security in my life while growing up. I developed a strong sense that I had to fend for myself.
Read MoreQuarterly Estimated Tax Payments: Why, When, and How Much?
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As you know, we are in the thick of tax season, and I’m finding a lot of clients want to learn more about quarterly estimated tax payments. Perhaps the new tax laws changed their situation enough to warrant estimated tax payments, or perhaps they have experienced a life change, like retirement.
Read MoreDo You Know the Way to San Jose?
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When I hear the Dionne Warwick song “Do You Know the Way to San Jose?” I am reminded of my early career as a Shipping Supervisor in Tennessee.
Read MoreDo Your Adult Children Have a Medical Advocate?
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It’s ski season and my family is heading out west for some fun in the snow. It always seems like there’s so much to pack (jackets, skis, poles, helmets, gloves, etc.), but there are two more items that I require my adult children to bring.
Read MoreDemystifying Diversification
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I recently attended a networking event and overheard another attendee say, “I have my investments with three different firms because I don’t want all my eggs in one basket.” I hear this and other common misconceptions of investment diversification because most investors know they should be diversified but they’re not really sure what that means.
Read MoreThe Road to Financial Security
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In my humble opinion, being financially secure is one of the most freeing feelings on the planet. But what does that really mean?
Read MorePet Insurance
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Furry members of the family can bring much love, happiness, and joy into a home. Unfortunately, they can also come with unexpected illnesses, injuries and accompanying veterinary medical bills.
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